Services
Everything your money needs, in one place.
Investments, retirement, tax, estate and business planning, coordinated by one team so nothing falls through the cracks.
01
Wealth management
A diversified, low-cost portfolio built around your goals, rebalanced quarterly and reported in plain English.
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02
Retirement planning
Know when you can stop working, how much you can safely spend, and which accounts to draw from first.
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03
Tax strategy
Year-round planning with your accountant: harvesting losses, Roth conversions and charitable giving done on purpose.
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04
Estate & legacy
Wills, trusts and beneficiary designations that match what you actually want, coordinated with your attorney.
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05
Business owners
Plan the sale of your company years ahead, set up the right retirement plan, and keep business and family money apart.
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06
Family & education
College savings, teaching kids about money, and supporting aging parents without derailing your own plans.
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How we work
A process built for clarity.
Every engagement follows the same four steps, so you always know what happens next.
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01
Listen
A discovery call about your goals, worries and timeline.
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02
Analyze
We gather accounts, model scenarios and stress-test your plan.
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03
Recommend
A written plan with clear priorities and the reasons behind them.
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04
Manage
We implement, monitor and update the plan as life changes.
Pricing
Flat fees. Nothing hidden.
Foundations
For professionals building wealth.
- Included: Comprehensive financial plan
- Included: Annual plan update
- Included: Retirement & tax projections
- Included: Unlimited email questions
- Not included: Ongoing portfolio management
Wealth
Most chosenPlanning plus full portfolio management.
- Included: Everything in Foundations
- Included: Ongoing portfolio management
- Included: Quarterly reviews
- Included: Tax-loss harvesting
- Included: Dedicated lead advisor
Private Office
For families with complex needs.
- Included: Everything in Wealth
- Included: Estate & trust coordination
- Included: Business exit planning
- Included: Family meetings & education
- Included: Direct line to a partner
FAQ
Common questions.
How do you get paid?
We charge a flat, published fee, billed quarterly. We are fee-only: we never receive commissions, kickbacks or revenue sharing from any product we recommend.
Is there a minimum to work with you?
Our planning service has no minimum. Ongoing investment management starts at $250,000 in investable assets.
Where is my money held?
Your accounts stay in your name at an independent custodian. We can place trades and bill our fee, but we can never withdraw money to ourselves.
Do you work with clients outside New York?
Yes. About half of our clients live in other states and meet with us by video. We’re happy to meet in person whenever you’re in the city.
What happens in the first meeting?
A relaxed 30-minute conversation about where you are and where you want to be. No paperwork and no sales pitch. If we aren’t the right fit, we’ll say so and point you somewhere better.
Can you work with my existing accountant and attorney?
We prefer it. We coordinate directly with your CPA and estate attorney so nobody is working from old information.
Free 30-minute review
Your first conversation is on us.
Bring your statements and your questions. You’ll leave with a clear view of where you stand and three things you can do this year, whether or not you hire us.