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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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June 21, 2023

Welcome Samarsha Drysdale

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April 1, 2023

Planting trees in recognition of Earth Day

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July 7, 2022

PSG Hosts Prof. Timothy Frye to Discuss the Russia Ukraine War

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June 1, 2022

PSG Relocated to City Square in Westchester County, NY

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June 30, 2021

PSG Adopts Salentica Client Relationship Management System

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March 22, 2018

Life After Your Death? Here’s Why You Should Have a Trust

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November 21, 2017

The Portfolio Strategy Group invites the FBI to discuss Cybersecurity and Identity Theft

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October 6, 2017

Equifax: The Six Things You Need to Do Today

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October 1, 2017

The Portfolio Strategy Group introduces a newly redesigned web site!

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