Our Results

“We cannot solve our problems with the same thinking we used when we created them.”


Albert Einstein,
Scientist & Nobel Prize Winner

The independent, advisor agnostic perspective we provide translates to significant value creation for our clients.

They know we have one mission: to protect and grow their wealth responsibly, regardless of their profession. Let us demonstrate how we can do for you what we have successfully done for many other clients.

The Wall Street Investment Banker

Longtime Connecticut Financial client. Family man in his late forties. Experienced deal maker for a leading Wall Street Investment Banking Firm. Specializes in high profile, high value transactions in excess of $1 billion.

Senior Corporate Attorney

A Senior Partner at a major New York law firm in late forties. She and her husband have significant excess income and previously handled their financial matters using a do-it-yourself strategy.

Business Owner

60-year-old business owner located in midtown Manhattan. Stable, below-the-radar, second generation manufacturing and distribution company. Married with three adult children, all of whom are married with children of their own.

C-Suite Executive

Longtime member of Senior Management at $2B annual revenue multinational corporation. His wife, a trained actuary, participates in their financial decision-making process while managing the household and their two kids.