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  • 120 White Plains Rd • Suite 403 • Tarrytown, NY 10591
  • Phone: 914.366.8000
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A Strategic Partner for Your Financial Success

Our Holistic Approach Sustainable Investing Women Investors For Business Owners

Building a Connection

Our financial picture is evidence of the life we choose to lead. The people we cherish, the places we explore and the objects we treasure are etched in the folds of our wallets. Our wealth is a meaningful force in the landscape of our lives. Our spending patterns become the powerful lens through which we examine our philosophies, our values, and our dreams.

We understand that your life is not simply an equation, but a careful patchwork of experiences. We know that analyzing your financial needs is about more than numbers. We see the unmatched value of genuine relationships. For us, it’s instinctual and there are no shortcuts. It is built over time with trust, sensitivity and reverence for the things and people you value most. It is the deep work of building a connection with our clients based on an authentic understanding of who they are and the legacy they want to leave.

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Jane Bond: Infiltrating the Market

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When Life Insurance Becomes Taxable

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Certain Uncertainties in Retirement

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How to Make the Tax Code Work for You

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There are four very good reasons to start investing. Do you know what they are?

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Use this calculator to assess the potential benefits of a home mortgage deduction.

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Assess how many days you'll work to pay your federal tax liability.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

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5 Smart Investing Strategies

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From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

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