Who We Are

WHO WE ARE: As a wealth management firm located in Smithtown, NY, we take pride in helping our local clients craft a financial plan that’s right for them and to walk them through the best course of action to meet their financial goals. Some of our services include: 

  • Family financial planning services
  • Financial planning for women
  • Post-divorce financial planning
  • Financial planning for millennials
  • Asset Management
  • Estate Planning
  • Tax Planning
  • And More!
Want to embark on your financial journey with an advisor you trust? Connect with our team to schedule a discovery call.