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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

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July 6, 2026

Jacqueline O’Toole Promoted to Chief Operating Officer.

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April 22, 2026

Celebrating Earth Day 

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January 20, 2026

The Portfolio Strategy Group Welcomes John Katimaris

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October 16, 2024

Jay Koehler’s one year anniversary at PSG

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September 11, 2024

PSG learns life saving CPR on 9/11 National Service Day

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September 6, 2024

Meet our Newest Team Member – Natasha Hanan, CFA

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June 28, 2024

Meet our Newest Team Member – Jayndee Castro

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December 1, 2023

Volunteering at Hope Community Services in New Rochelle

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October 10, 2023

PSG Listed Among Forbes Top RIA Firms

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October 2, 2023

Jay Koehler Joins PSG as Senior Vice President

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October 2, 2023

Meet Our Newest Team Member Stefanie DiMartino

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July 19, 2023

Working the Pantry PM Shift at Hope Community Services in New Rochelle

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