Rock Solid –
Our Goal is to Help Preserve
and Protect Your Wealth

CONNECT

Address:

1211 Avenue of the Americas, 27th Floor
New York, NY 10036

Phone:

212.205.2927

Fax/Other:

212.205.2945

Wealth Planning


Plan for your financial future with clarity and confidenceOur personalized approach to wealth planning is based on a deep understanding of what's most important to you and your family. Starting with a few simple steps, our local, highly credentialed team can work with you to create and implement a custom investment plan that:

  • Provides clarity on your family's goals and situation

  • Delivers analysis and advice to help you make informed decisions with confidence

  • Tracks your progress, manages risk, and is monitored and adapted over time

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals