Through our comprehensive service we deliver a tailored approach to each of our clients’ wealth management needs.
We believe our experience is instrumental in making the most of your current and future financial life.
Your dedicated team of advisors
Meet Our Team
It is personally rewarding to be there for our clients as they accomplish their goals.
Giving you the best of our experience
Learn MoreResources for Our Clients
Articles
We provide articles about common financial topics and strategies, market commentary and economics trends.
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Newsletters
Our financial newsletters are designed to provide helpful information on a wide variety of topics in order to keep you abreast of the changing economic landscape.
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Out of the Office
Check out what Steve, Brian and Max take an interest in out of the office.
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Start the conversation
If you’re searching for investment guidance or a second opinion, there’s no better time than the present to start the conversation. Our team welcomes you to join us for a no-obligation consultation. We look forward to hearing from you.
| Stephen F. Jeffers, CRPS® 212-273-7067 stephen.jeffers@wfa.com |
Brian McGuinness, CFP® 212-273-7068 brian.mcguinness@wfa.com |
Max Myers, CFP® 212-273-7069 max.myers@wfa.com |