Our Office

Our offices are located in the heart of the Rockefeller Center District of Midtown Manhattan. We're surrounded by a vast selection of amenities: world-renowned restaurants, shops and boutiques, hotels, and cultural attractions. Arriving at the branch every day reminds us of the dynamic world we live in and how fortunate we are to call New York home.
Our clients are part of this ever-changing world. They seek us out during a time of transition and we work with them to employ investment planning strategies to help them realize their goals. As their needs and interests evolve, we are dedicated to identifying solutions to help meet their personal and unique financial objectives.

Some of the best views of the city can be found here on the 27th Floor. As they say, you can see for miles and miles. While we love sharing these views, more importantly, we want to learn about your life's vision and how we can help make it a reality. Our deepest satisfaction comes from helping clients manage not just their financial futures, but in living the lives they've always wanted, supporting the causes they are most passionate about, and protecting their legacies.

We hope you will contact us and begin a conversation about defining and achieving your financial goals.