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  1. Meet & Gather – During our first meeting, our main goal is to begin the process of relationship building. It is most important to us that our clients trust who is managing their wealth. Throughout each phase in our process, we put a high-level focus on getting to know our clients inside and out so we can best serve them. We gather vital financial information and discuss your goals.
  2. Analyze & Recommend – After we have already analyzed the information gathered during our first meeting, we meet again to go over in detail the discoveries made. After which, we make recommendations based on your individual needs and goals. Any questions that arise during this meeting will be addressed immediately. Our office is a safe space where your voice matters.
  3. Educate & Implement – Pausing between the second meeting, where we make our first recommendations, and the third meeting gives clients time to digest the information they received and think about what questions they might have before moving forward. The Educate & Implement phase of our process is ongoing. We find what works for each client and go from there. We are highly focused on client education, ensuring that each client has a solid understanding of their individual portfolio and financial situation.

Retirement Income Planning

Working with you throughout each stage of retirement, from planning to enjoying the lifestyle you have built.

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Legacy Planning

We help you now so we can help them later. Set up the legacy you desire for your heirs to inherit.

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Wealth Accumulation Strategies

Build your net worth to help you feel at ease and work toward financial freedom.

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Next Level Wealth Management

We work with high net worth and ultra-high net worth individuals. With a holistic approach, we protect your wealth and help take it to the next level.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (718) 954-9175