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.

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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.

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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.

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