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1290 Avenue Of The Americas, 4th Floor, New York, NY 10104

(212) 408-9512
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We help s<span>trengthen the human side of financial planning by coaching individuals &#38; their families to accomplish success and certainty in the modern era for years to come</span>

We help strengthen the human side of financial planning by coaching individuals & their families to accomplish success and certainty in the modern era for years to come

In this modern age of automation and cookie-cutter products, it can be frustrating to find the best advice that's right for you and your family. As your financial advisor, we understand that no two clients are completely alike. Therefore, we custom-tailor each plan to reflect an individual's values, circumstances, and the challenges that can arise throughout their financial journey. From wealth management to retirement solutions & tax-mitigation, it's our insight, empathy, and sophisticated strategies which can help make your goals a reality.

A full-service fiduciary wealth group within Equitable Advisors, and based in the heart of Midtown Manhattan

Retirement Planning & Income Replacement

Achieving the financial freedom you have always imagined

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Asset Management Strategies

Custom portfolio strategies of all asset classes which are tailored specifically to your goals, objectives, liquidity and tax needs

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Holistic Financial Planning & Coaching

Year-round wealth-building & coaching for individuals & families

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Estate & Legacy Planning

Protecting you and your family for every phase of life

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Our Complimentary 3-Step Planning Process

1st Meeting

Introduction & Consultation

We begin the first conversation by introducing our practice and asking a series of stimulating holistic questions which pertain to your specific goals, risk tolerance, absolutes and philosophy of how you think of money, along with what you have been doing up to this point. We also use this time to field all questions you may have for us, and how the way we serve our clients may or may not compare to your current plan, regardless of whether you have experience working with an advisor or not.

2nd Meeting

In-Depth Financial Q&A & Analysis

In our second meeting, we typically take an in-depth look at your current financial picture by building out your very own Asset Map. This tool can best be described as a one-page, color-coded financial snapshot which takes inventory of your current household assets, liabilities, cash flows, and income sources. This is paired with your specific goals and expected timeline which allows us to run detailed projections & analysis, model different scenarios, and present reports that identify potential risks and taxes as well as unrealized opportunities to help achieve your goals.

3rd Meeting

Create the Plan to Achieve Your Goals

With direct oversight from myself and our team of experts, we design the most suitable and customized plan to solve for your goals, including an Executive Plan Summary which outlines the full details of the strategy, objectives, and a concise step-by-step order of action which we help guide you every step of the way. As time evolves, we keep adjusting the plan accordingly to ensure your goals stays on track. 

Our Clients We Serve

Over $700M of Assets Under Management with over 150 client households currently served under our care (As of Janurary 2026)

Pre-Retirees &#38; Retirees<br/>

Pre-Retirees & Retirees

Strategies for every phase of retirement

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Peak Career Professionals &#38; Families

Peak Career Professionals & Families

Wealth-building education and strategies

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Entrepreneurs &#38; Executives

Entrepreneurs & Executives

Unique business planning and compensation strategies

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High-Net Worth<br/>

High-Net Worth

Serving the unique needs of HNW individuals

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Schedule A Consultation

If you believe you could benefit from working with Ben and his team, let’s review yours goals to see if you’re a good match for our practice.

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."
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