Connect with experienced wealth advisors ready to help you achieve your financial goals through personalized investment strategies and comprehensive planning.
We welcome the opportunity to learn about your financial situation and discuss how our investment programs can support your wealth-building objectives. Our team responds to all inquiries within four business hours and can schedule consultations at your convenience.
350 Fifth Avenue, Suite 4820
New York, NY 10118
United States
+1 (212) 847-3920
Monday - Friday: 8:00 AM - 6:00 PM EST
Evening and weekend appointments available by request for existing clients.
Thank you for contacting us! We will respond within 4 business hours.
Our consultation process is designed to understand your unique financial situation and provide tailored recommendations aligned with your goals.
A 30-minute conversation with one of our advisors to understand your financial objectives, current situation, and investment experience. We discuss your goals, risk tolerance, and time horizon to determine which programs align with your needs. This call is complimentary with no obligation.
Our team conducts detailed financial planning analysis including portfolio review, tax situation assessment, and retirement projections. We develop customized investment recommendations with specific asset allocation models. You receive a written proposal outlining our strategy and expected outcomes tailored to your circumstances.
Once you approve the plan, we handle all account setup, transfers, and initial investments. Your dedicated advisor provides quarterly performance reviews and proactive portfolio management. You have unlimited access to our team for questions and can request strategy adjustments as your life circumstances change.
Common questions from prospective clients about our services, fees, and investment approach.
Our minimum varies by program. The Balanced Portfolio starts at $25,000, Growth Accelerator at $50,000, and Institutional Plus at $250,000. We structure minimums to ensure we can provide proper diversification and active management. During your consultation, we discuss which program best fits your investable assets and financial goals.
We charge asset-based management fees that decline as your portfolio grows. Typical fees range from 0.75% to 1.25% annually, billed quarterly. This covers all portfolio management, rebalancing, tax-loss harvesting, reporting, and advisor access. There are no hidden fees, commissions, or transaction charges. We provide complete fee transparency in writing before you invest.
Yes, we are registered investment advisors and operate under fiduciary duty at all times. This means we are legally obligated to act in your best interest and disclose any conflicts. We do not receive commissions from product sales or third-party referrals. Our only compensation comes from the transparent management fees you pay, aligning our interests with your investment success.
Absolutely. We facilitate transfers and rollovers from existing 401k, IRA, and other retirement accounts. Our team handles all paperwork and coordinates directly with your current custodian. The process typically takes two to three weeks. Transfers are not taxable events when done properly, and we ensure compliance with all regulations to avoid penalties or taxes.
You receive comprehensive quarterly reports detailing performance, asset allocation, transactions, and fees. Our client portal provides real-time portfolio access 24/7. Your advisor schedules quarterly review calls to discuss results and any recommended adjustments. You also receive annual tax documents and can request custom reports at any time for financial planning purposes.
Your investments remain liquid and accessible. You can request withdrawals at any time with no penalties from us. Funds are typically available within three to five business days depending on settlement periods. We help you plan withdrawals tax-efficiently and discuss potential market timing considerations. Regular distributions can be automated for retirees needing consistent income.
Our experienced advisors are standing by to answer your questions and help you explore investment solutions tailored to your unique situation and goals.
Average response time: Under 4 hours during business days