Contact Our New York or Santa Fe (N.M.) Fee-Only & Fiduciary Wealth Advisor Team to Learn More About Our Process

Virtual and In-Person Financial Planning and Investment Advisory Services to Plan Your Financial Future

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To create and implement a financial plan that best suits your needs, contact us to learn about our wealth planning process.  Our team has over 25 years' of experience in professional finance.  We assist individuals and families in New York, Santa Fe (New Mexico), Los Alamos (New Mexico), and surrounding areas. We serve clients throughout the country with their retirement planning, investment management, and cash-flow needs. We are always willing to work virtually to save you time. Our offices are conveniently located near Columbus Circle (southwest corner of Central Park) in Manhattan, and on Washington Avenue between Marcy and Palace, just steps from Santa Fe's historic plaza in New Mexico. Call or contact our New York or Santa Fe office for a no-obligation consultation.