Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Debra Fortunoff Rossi

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212-309-3397

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Registered States:
CA, CO, CT, DE, FL, GA, IA, IL, MA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, OR, PA, VA, VT, WI


Robert A. Rossi, CFP®, CIMA®

First Vice President - Wealth Management
Visit my personal page
212-309-3396

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Registered States:
CA, CO, CT, DE, FL, GA, IA, IL, MA, MD, MI, NC, NH, NJ, NV, NY, OH, OR, PA, PR, VA, VT, WI