As independent investment advisors, we provide a full array of wealth management services to meet your needs and plan for your legacy. Whether you’re saving for college, thinking about transitioning a family business or deciding whether to buy another home, we offer objective, customized, and realistic advice to help you preserve and grow your wealth while you’re continuing to enjoy your lifestyle. - Alexandra Lebenthal, CEO

Life Transitions & Wealth Advisory

As your financial advisors, we begin by organizing your financial life not only around your wealth, but also around your lifestyle. We help you plan for today, tomorrow, and all life’s transitions in between, helping to ensure you have the cash flow and income you need to live your life to the fullest. 

Investment Management Services

As your asset managers, we oversee your portfolio development, setting your asset allocation against your life goals and tapping top investment managers in relevant asset classes. We are steeped in the most current industry research to ensure your objectives align with the ever-evolving market place. We meet with you regularly to make sure your portfolio corresponds to life’s changes as well. 

Family Office / Business Management

As your personal chief financial officer, we are in the business of serving as the keeper and do-er of your financial to-do list. We not only manage your portfolio, but we also take care of the mundane specifics that encumber your day.