We Advise and Plan for Your Family’s Future

We Advise and Plan for Your Family’s Future

We Construct Customized Investment Portfolios

We Construct Customized Investment Portfolios

We Ensure the Next Generation is Prepared to Inherit Wealth

We Ensure the Next Generation is Prepared to Inherit Wealth

Why Choose Us?

From financial counseling to asset management, our firm is built with a singular purpose in mind: to be your family’s trusted long-term partner.

We are here for you throughout the various stages of your life.

Building Wealth

Building Wealth

Whether you are single or recently married, busy raising your children or busy building your career, we are here to help you navigate the complexities of planning for your family’s future.

Life Changes

Life Changes

Life brings many changes, some expected and some surprising, some welcome and some unfortunate. Our specialized service takes the time to understand the nuances of your unique circumstances.

Transitioning Wealth

Transitioning Wealth

With first-hand experience on this matter, we have extensive knowledge about how to address this difficult challenge and best transition your wealth to the next generation.

Recent Content

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December 2nd, 2022

Wealth Management News & Insights

Fed Prepared to Slow Rate-Rise Pace in Dec, Hiring Continues at Robust Pace, Spotify ‘Wrapped’ is Here

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November 11th, 2022

Wealth Management News & Insights

SEC, DOJ Investigating Crypto Platform FTX, Tax-Related Questions on State Ballots, Factors That Determine Your Company’s Valuation

Introducing Our Team

Jordan M. Rosenfield

Jordan M. Rosenfield

Lindsey E. Waldie

Lindsey E. Waldie

Bill J. Tuebo, CFA

Bill J. Tuebo, CFA

Keith R. Schicker, CFA

Keith R. Schicker, CFA

Daniel R. Zuckerman, CFA

Daniel R. Zuckerman, CFA

Michael P. Fisherman

Michael P. Fisherman

Dana R. Cahan, CPWA

Dana R. Cahan, CPWA

William H. Enoch

William H. Enoch

David L. Frank, CFA

David L. Frank, CFA

Devin A. Bokert

Devin A. Bokert