My Partner and I run a Wealth Management team based out of the 200 Park Avenue Office in NYC. We help families and small business owners plan and manage all aspects of their finances and investments. We focus on understanding the challenges and obstacles in your path, and work to remove them through careful financial planning and customized investment management.

Our team's main objective is to preserve and expand upon our client's current lifestyles ,while removing the worry and anxiety that may comes with investments. Whether the dream is to travel the world, build an estate, or simply retire comfortably, we provide a path forward.

Services we offer:

• Financial Planning
• Investment Advising
• Tax-efficient Asset Management
• Estate Planning Services
• Retirement Planning
• Medicare/Medical Cost Discussions
• Charitable Giving Strategies
• Banking Services
• Lending Services
  
  We are proud to be partnered along side The Erdmann Group, who has been ranked according to both Barron’s (Barron's "America's Top Private Wealth Advisory Teams", 2019-2024 (Published annually Mar – April. Rankings based on data as of December 31 of prior year) and Forbes Forbes "Top 100 Private Wealth Teams", 2022-2024 (Published annually in April. Rankings based on data as of December 31 of prior year.) The founder and leader of the Erdmann Group, Private Wealth Advisor John Erdmann, has been ranked by Forbes/SHOOK - Forbes "America's Top Wealth Advisors", 2016-2024 (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.