About Our Firm
Our focus centers on the ongoing relationship between sound Financial Planning (knowing where we are and where we are going) and solid customized Investment Management expertise (creating and managing the right path for each client). Our approach is all about knowing where we are, identifying where we are going and making sure that the path that we create as an investment advisor gets each client to their appropriate destination.
- Full service
- Fee only
- SEC Registered Advisory Firm
- Founded in 1993
- Member National Association of Personal Financial Advisors
- Offices in Armonk, New York and Dallas, Texas