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  • 120 White Plains Rd • Suite 403 • Tarrytown, NY 10591
  • Phone: 914.366.8000
  • Fax: 914.366.8001
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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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Estate Management Checklist

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The Utility of Sector Investing

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Buying vs. Leasing a Car

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Insurance Needs Assessment: When You're Newly Married

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

A Look at Systematic Withdrawals

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Doubling Your Money

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

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

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

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Long-Term-Care Protection Strategies

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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How to Bake a Pie-R-A

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Ready for Retirement?

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