Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Insurance
  • Estate Planning Strategies

Awards & recognition

  • Richard Kersting, Forbes Best-in-State Wealth Advisors, 2024 - 2025

Community participation

  • Long Island Cares
  • Island Harvest
  • The Inn
  • Long Island Alzheimer's Foundation
  • Wounded Warrior Project
  • Second Harvest Heartland
  • Brockton Animal Shelter
  • McCourt Foundation