Our Story

It is our mission to help our clients find a successful path through life’s challenges by managing the practical aspects of their finances so that they can help themselves emotionally and physically when life’s challenges arise.

Watch this brief video to learn more about our company.

Our Family Helping Your Family

We strive to make a difference in people’s lives by taking a holistic view of their life. Money is just one part of a whole and the goals, dreams, challenges and milestones that make a person unique is what we try to incorporate into building a plan and relationship with each of our clients.

From our own life experiences we have learned to support our clients through times of transition. We understand the importance of human capital and the value and potential that it has for younger generations to invest and grow.

Walter Wisniewski CFP®
A message from our Founder:

“Financial decision making has very little to do with money. It has more to do with emotions and behavior.”


Begin Your Journey

As a wealth management firm in Long Island, NY, our initial discovery meeting is complimentary and  gives us the opportunity to provide information and resources about who we are and what we do, so that you can make an informed decision about who you choose to work with on the future of your wealth.

Our Fiduciary Oath


We believe in placing your best interests first. Therefore, we are proud to commit to the following five fiduciary principles:

This oath is signed by advisors who believe that it is their duty as a fiduciary to put the interests of their clients before their own. This fiduciary oath was established by the Committee for the Fiduciary Standard in 2009.