with video chat & screen share technology, distance is no obstacle to working with a fiduciary & fee-based advisor

We work with clients who live all over the country, whether they reside in upstate New York, or sunny Arizona. Modern virtual meeting technology makes it possible and convenient for us to communicate with and service our clients from anywhere! The days of having to drive to an office to meet with your financial advisor are over. You can expect the same relationship based experience as we work with you virtually to help you navigate toward achieving your financial goals.