2022 Five Star Wealth Manger Award Winner

2021 Five Star Wealth Manger Award Winner

Featured in Westchester Magazine and The Wall Street Journal


The Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2021 -2022 Five Star Wealth Managers.