We offer a comprehensive, truly objective approach to wealth management.
And we know you by name.Complimentary Consultation
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With over three decades of experience, including recognition by Barron’s, the Financial Times and Bloomberg, our team has the expertise and the passion to successfully guide our clients’ portfolios through myriad market conditions.Learn More
Journalist & Mother
New York City
Only by placing you at the core of everything we do can we truly meet your needs. We’ve found that the most successful solutions begin by asking the right questions.Get in Touch
Scientist and Psychologist, Parents, Grandparents
by Lew Altfest Personal
Top 100 Independent Wealth Advisors 2013, 2014, 2015, 2016, 2017, 2018, 2019
America's Top Women Wealth Advisors 2017, 2018, 2019
Top Financial Advisers 2017
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