Team profile

Our Approach

With 32 years of experience in financial planning and investment advisory services, we provide customized tax and wealth management strategies for individuals, families and institutions.

Our practice focuses on providing an exemplary level of service, proactive advice and consistent and direct communication.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and strategies to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management

Awards & recognition

  • The Aroety Group, Ameriprise Client Experience Award, 2022-2023

Community participation

We support Bottomless Closet, an organization that empowers disadvantaged New York City women to enter the workforce and achieve success.

We support The Monticello NY Rotary Club. Through our network of resources and partners, we help clubs focus their service efforts in promoting peace, fighting disease, providing clean water, saving mothers and children, supporting education, and growing local economies.

We're also supporters of Big Brothers Big Sisters, which helps children realize their potential and build their futures.