Our focus is to help you grow and protect your wealth so you can go farther.

For more than a decade, we've provided trusted advice and financial management solutions to individuals, families, and businesses of all sizes. We are a dedicated organization, bringing our diverse expertise, many years of experience, and in-depth knowledge to our clients’ sophisticated financial needs in Queens, NY and surrounding communities.

We have clients in various industries. These are just a few:

• Engineering and manufacturing
• Healthcare
• Property and construction
• Fashion
• Wineries and distilleries
• Franchisees of major global brands
• Information technology
• Professional services firms

We are committed to making a positive difference in the lives of people. We earn our clients’ trust by building long-lasting relationships and confidence, putting your interests first in everything we do. We are proud to be the partner you can rely on.