from wisdom to wealthTM
211 North End Ave, New York, NY 10282
330 W. 38th Street, Suite 238, New York, NY 10018
► Phone: 646.388.0887
► We use an holistic approach to look at the whole picture of an individual, a family or an institution to develop a comprehensive strategy when we help our clients to achieve financial success and peace of mind.
► To request more information about our proprietary approach, to get on our email list, or to schedule a free initial consultation, please Click Here.
Free Initial Consultation and Portfolio Review
Most mutual fund investors don’t even know who is really managing their money. With us, you know your portfolio manager personally. You will have a tailor-made portfolio eliminating the layers of fees in mutual funds. You will not only have a money manager, but also have a personal CFO, a personal coach and a trusted friend to help you realize your dreams.
For a free initial consultation, please call us at 646-388-0887.