It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.


Brian Emery, Private Wealth Advisor serving the Garden City, NY area - Ameriprise Advisors

Brian Emery


Private Wealth Advisor

Managing Director of EMERY & ASSOCIATES
Visit Brian Emery's website


Amy Morstadt

Amy Morstadt

Client Service Coordinator

Matthew Brennan

Matthew Brennan

Registered Client Service Associate