Our Achievements
Our Achievements
We Offer Direct Access to Award Winning Firm Intellectual Capital with the Personalized Touch
We are focused on delivering best-in-class service with client loyalty and integrity at the forefront of our every action. By providing our private and institutional clients with a wide range of financial services, strategies, and tactics, we create a framework which brings your personal wants and needs to fruition. Our practice thrives through client relationships that are built on trust and open communication.
Our Achievements and Insights
- 2012 Westchester, NY “Rising Stars 40 under 40”
- 2013 Five Star "Wealth Management Award"
- 2015 Five Star "Wealth Management Award"
- 2017 Five Star "Wealth Management Award"
- 2018 Five Star "Wealth Management Award"
- 2018 Top Wealth Advisors "Westchester County Business Journal"
- 2018 Westfair Communications “Top Wealth Manager Award” for Westchester, NY and Fairfield, CT
- 2019 Westfair Communications “Top Wealth Manager Award” for Westchester, NY and Fairfield, CT
- 2019 Five Star "Wealth Management Award"
- 2020 Five Star "Wealth Management Award"
- 2021 Five Star "Wealth Management Award"
- 2022 Five Star "Wealth Management Award"
- 2022 Advisor to Watch, Advisor Hub
- 2023 Five Star "Wealth Management Award"
- 2024 Five Star "Wealth Management Award"
- 2024 Advisor to Watch, Advisor Hub
- 2025 Five Star "Wealth Management Award"
- Wedbush Securities President’s Club 2018, 2019, 2020, 2021, 2022, 2023, 2024 and 2025.
