In today's economy, good financial advice is critical. That’s why it’s important to work with a team of dedicated Financial Advisors committed to listening to you, understanding your concerns and helping you make sure all aspects of your financial life are aligned. We strive to provide advice tailored to your individual circumstances and all you'd like your wealth to achieve.
Talk to us about how we can help you embrace your financial future with confidence.
Our office locations
1285 Avenue of the Americas
New York, NY 10019
299 Park Avenue
New York, NY 10171
Jordan Mahaffey and David Wardrop have been recognized as industry leaders
- Forbes America's Top Next-Generation Wealth Advisors, 2017, 2018
Alli McCartney has been recognized as an industry leader
- Working Mother Magazine Top Wealth Adviser Moms, 2018