Our mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. We help you design, implement and periodically review a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. Our wealth management approach is about using wealth to help turn goals into reality.

We are a nationally recognized Merrill Lynch Wealth Management team headquartered in New York City. We’re privileged to advise and oversee approximately $4.4 billion (as of 6/30/23) for a select group of families throughout the United States who have attained extraordinary personal and professional success. 

We have helped generations of clients’ families capitalize on their wealth while streamlining the complexities they face. It’s not just what we know or what we do – we believe it’s who we are to our clients that makes working with our team an unparalleled experience. 

Our team members have earned a number of national accolades:

• Barron’s Top 100 Private Wealth Teams 2021 (*Source: The Barron’s “Top 100 Private Wealth Management Teams” list, published on April 16, 2021. Rankings based on data as of December 31, 2020)
• Forbes Top 250 Wealth Advisors in America: 2016 – 2023 (*Source: The Forbes “America’s Top Wealth Advisors” list, published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30 of current year)
• Barron’s Top 100 Financial Advisors in America: 2011 – 2018 (*Source: The Barron’s “Top 100 Financial Advisors” list, published annually Mar – April. Rankings based on data as of December 31 of prior year)