Spend More Evenings With Your Family, Instead of Your Finances.
We take care of as much of your financial life as you need, so you can take care of what’s really important.
Top Wealth Manager
2013 & 2014
Based Right Here in Greenwich, Connecticut
We're an independent, second-generation family business based in Greenwich since 1979. We're proud to live and work here, and we're driven by our mission to make excellent financial services and advice available to our neighbors. We're happy to support local charities, businesses, and events. And since we are 100% independently owned and operated, you can count on us for unbiased financial advice.
To Put It Simply: We Don’t Believe “One Size Fits All”
Our process works like this: first, we ask specific questions to understand your needs and current financial state. Then our tax, investment, and legal professionals work together to deliver your complete and personal financial plan. Clients tell us — time and again — our approach is a refreshing change from the big "franchise" tax and financial planning shops, who try to fit you to one of their generic plans.