Experience Makes all the difference
We understand that entrepreneurs are different than most other people. They offer a fresh approach or a new solution that the rest of us never knew we needed. We get it because we started out as entrepreneurs ourselves.
Our team offers a comprehensive approach to wealth management, whether you‘re looking to manage existing liquid assets you have already accumulated, are still building capital and growing your business, are selling your current business, or transferring wealth. By working exclusively with entrepreneurs, CEOs and their families, we have honed the process for helping you make thoughtful, informed decisions about reaching your personal and business goals.
- Exceptional advice and support at every step
- Comprehensive coordination of your entire financial life freeing you to focus on your passions
- A commitment to multigenerational planning
Kenneth J. Shapiro, CRPC®
Thomas Livaccari, CFP®, CRPC®
Emily Kramer Rubin, CFP®, CEPA®, CRPC®
Managing Director - Wealth Management
Financial Advisor
Certified Investment Management Analyst (CIMA®)
CERTIFIED FINANCIAL PLANNER™
Certified Exit Planning Advisor (CEPA®)
Chartered Retirement Planning Counselor (CRPC®)
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212-333-8920