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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

   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"
  • Wedbush Securities President’s Club 2018,2019,2020 and 2021

        

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