Customized Solutions

Why is a tailored approach important?

We recognize that each client is unique.  The wealth programs we create are tailored to help clients achieve their specific goals.  To some, the goal may be ensuring that their assets meet their annual cash flow requirements now and in the future.  For others, it may be to build a legacy by planning a multi-generational strategy.   As long time investment counselors, we have enjoyed watching how our approach has helped clients achieve their goals.


Client assets are actively managed in separate accounts, and our investment programs are highly customized to address each client's unique situation.   Many of our clients have legacy stock positions and/or specific limitations or issues that need to be considered.  For example, through our experience working with multiple generations, we recognize that one generation may be focused on a conservative portfolio that produces income, while another generation may be looking for a high level of growth.


Quite simply, no two clients we encounter are the same.



Our Approach to Wealth Management

How can we help you accomplish what you want with your wealth?
How do we use information to empower you?


What do you want to accomplish with your wealth?

We welcome the opportunity to work with you in pursuit of your aspirations.

Please contact Philip Lawrence at
(212) 207-2122 or