My partner and I run a wealth management team out of the NYC and Greenwich CT area. We help families and investors plan and manage all aspects of their finances and investments. This includes taking complex investment, planning strategies, lending and banking tasks and making them simple and streamlined.
Our team's main objective is to learn what matters most to the families we work with and to understand their overall financial picture and financial goals. We do this by having deep and personal conversations on a consistent basis.
Beyond that we build and go through updated balance sheets and cash flow models with our families to help ensure that they are on the right path to achieve their financial goals. The Financial plans we build will help preserve and grow our families assets and lifestyle.

Services we offer:* Investment advising* Tax efficient asset management* Financial Planning* Estate Planning Services* Retirement planning* Banking services* Lending services

We think of our team as an intimate boutique that is being supported by a large global bank. We believe this gives our clients top tier security and access to some of the best research and planning strategies in the industry.

We are proud to be partnered with the Erdmann Group, who has been ranked in the top 10 of all Private Wealth Teams nationally according to both Barron’s (Published annually in May. Years pre-dating 2024, published as Barron’s “Top 100 Private Wealth Management Teams” list annually in April. Rankings based on data as of December 31 of prior year) and Forbes (Published annually in November. Rankings based on data as of March 31 of current year). The founder and leader of the Erdmann Group has been ranked #1 Wealth Advisor in the country for the last 9 years in a row by Forbes/SHOOK (Published in April 2023-2024. Rankings based on data as of June of the previous year. Years pre-dating 2023, published annually Aug – Oct. Rankings based on data as of March – June of current year). Collectively the team has over 150 years of advising experience.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Access to financing, banking, credit and/or lending services are available through Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
*BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation.