We are...
...an independent private wealth management firm affiliated with Equitable, a Fortune 500 company.
Our clients value our holistic needs-based approach to wealth management coupled with our proprietary approach to balancing risk and return opportunities.
Our advisors value our business development programs, which drive our prospecting efforts, case & portfolio design support1 and our administrative infrastructure, which keeps us focused on spending time with clients, prospects, & strategic partners and ultimately affords us both a foundation for growth and a healthy work/life balance.
1. Our full-service investment department provides our Advisors with access to institutional-style portfolios which emphasize low-correlated alternative assets and data-driven risk management. With a Wharton PhD and a fully staffed investment research team, our solutions seek to provide investors optimal risk-adjusted portfolio returns over multiple market cycles.
