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Your seasoned wealth team brings extensive insight and expertise to your wealth plan. We are pleased to share our thoughts on the markets and educational articles — so you can make the best decisions for you and your family.”

Thomas Zottner Managing Director

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Recent News

July 6, 2026

Jacqueline O’Toole Promoted to Chief Operating Officer.

estate planning for nearing retirement in white plains ny

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June 18, 2026

Your Estate Plan Was Written With an Incomplete Picture–What a Financial Advisor Who Works on Estate Plans Can Add to Yours

Blog

June 10, 2026

The Family Member No One Introduced You To–And What It Has to Do With Your Family’s Financial Plan

Questions for Financial Advisor | White Plains, NY

Blog

June 5, 2026

The Questions We Ask Every New Client (And Why the Answer Can Change Everything)

Recent News

April 22, 2026

Celebrating Earth Day

Quarterly Updates

April 10, 2026

First Quarter 2026 Market Commentary

Thought Leadership

March 2, 2026

Putting the Iran Conflict In Market Context

Great Questions from Our Clients

February 5, 2026

Silver has been on a tear lately – what are your thoughts on this?

Great Questions from Our Clients

January 26, 2026

Will a New NYC Mayor Change How Residents and Investors Should View New York City?

Recent News

January 20, 2026

The Portfolio Strategy Group Welcomes John Katimaris

Thought Leadership

January 13, 2026

Financial Definitions

Quarterly Updates

January 11, 2026

Fourth Quarter 2025 Market Review