We are proud to have been selected by the NYC Bar to provide its members with financial services. All members will be eligible for complimentary financial planning and portfolio analysis, discounted professional money management and brokerage services, and exclusive speaking engagements.

Our group is a Private Wealth Management team, which advises individual and high net worth investors, corporations, and institutions regarding financial planning, asset management, and portfolio risk management. The Group is committed to helping investors accumulate, preserve and plan for the transfer of their wealth. Each member of the Group has a particular investment focus and works collectively to serve clients. Located in the Firm's New York corporate headquarters, the team has the unique opportunity to interact with the Firm's leading decision makers, analysts and market strategists.

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