We Build STRATEGIC PARTNERSHIPS
Every client has needs that go beyond what any one organization can provide. Clients benefit when a trusted partner is recommended to handle these specific needs. Additionally, mutual referrals help our businesses offer more complete solutions and tackle linked challenges.
We want to speak with you if you provide financial wellness. To better assist our clients—and yours—we are actively searching to collaborate with accountants, lawyers, bankers, P&C brokers, and other experts.
As a fiduciary, we constantly prioritize the needs of our clients. This involves connecting clients with the experts who can best assist them. We can all put our skills to use in helping with the protection and maximization of clients' wealth through collaborative working with our trusted partners.
We are constantly searching for ways to grow our network of trusted advisors. We want to create a comprehensive support network of like-minded problem solvers that includes everything from therapists and life coaches to real estate experts.
If you are interested in becoming part of our trusted partner network, we would love to hear from you!
Our New York Office
