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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

Great Questions from Our Clients

Great Questions from Our Clients

February 5, 2026

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

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Great Questions from Our Clients

January 26, 2026

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

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Great Questions from Our Clients

December 17, 2025

I know PSG is a fiduciary, but should I care?

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Great Questions from Our Clients

December 12, 2025

What’s the best way to approach charitable giving before year-end?

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Great Questions from Our Clients

March 18, 2025

My Daughter Earned Some Money Last Summer: Can she set up a Roth IRA? Do you think it is a good idea?

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Great Questions from Our Clients

March 18, 2025

The Market is Going Down and Could Go Lower, Should I Sell?

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Great Questions from Our Clients

May 29, 2024

529 Education Savings Plans: Should I Consider One?

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Great Questions from Our Clients

January 14, 2024

Are we better off leaving retirement or non-retirement assets to our children?

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Great Questions from Our Clients

January 13, 2024

Which do I need, a will or a trust?

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Great Questions from Our Clients

January 12, 2024

Can I make charitable gifts directly from my IRA?

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Great Questions from Our Clients

January 11, 2024

How much money should I keep in my checking account?

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Great Questions from Our Clients

December 25, 2023

I’m getting nervous reading about the closure of significant banks. What are your thoughts and are my assets safe?

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