About Us

We provide consultation and guidance on nearly every interaction you have with money.  We manage investment portfolios, which are tailored for your unique financial circumstances and social consciousness.  We help you understand your cash flow and we develop a living financial plan to help you pursue your financial goals.  We help you manage financial risks and navigate the constantly evolving tax and legal rules that impact your finances.

Our primary goal is to be your partner in managing your finances.  We make ourselves available for phone calls, emails and face-to-face meetings to maintain active consultation throughout the year.  We maintain meeting space throughout Southern Tier New York and we also travel to meet with clients at their home or office. Many of our clients live outside of New York State and while technology allows for regular contact, we still travel frequently to encourage the understanding that only direct interaction can provide.