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:
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.