We are an independent financial firm serving clients' best interests with objective advice and investment management services focused on helping families and organizations attain their long-term financial goals. We invest responsibly with the goal of reasonable returns and a positive impact on our environment and society.
We are proud to have earned a B Corp certification for the firm, a designation for businesses that are rigorously committed to providing tangible benefits to the community and the environment. We are deeply concerned about climate change, wealth inequality, and the disconnect between businesses and their impact on people and the planet.
We are proud to have earned a B Corp certification for the firm, a designation for businesses that are rigorously committed to providing tangible benefits to the community and the environment. We are deeply concerned about climate change, wealth inequality, and the disconnect between businesses and their impact on people and the planet.
Services
As certified financial planners, we not only manage investment portfolios and retirement accounts, but we work to consider all six areas of wealth management for clients, including retirement, taxes, investments, insurance (life/long-term care), education savings, and estate planning. We feel strongly that your success depends on how effectively these considerations are made collectively.
We are proud to partner with Commonwealth Financial Network(R), a Registered Investment Adviser-broker/dealer that helps independent advisors like us serve their clients. Commonwealth is independently owned and managed, which means the firm can act in the best interests of its financial advisors and their clients-not shareholders.
Disclosure: Certain sections of this commentary contain forward-looking statements based on our reasonable expectations, estimates, projections, and assumptions. Forward-looking statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict.
Originally the Hudson River Fisherman's Association, Riverkeeper aids in the gradual recovery of the Hudson River. They work to find ways to prevent reckless business development that may impact the river, defend many community water supplies from toxicity, and guard the waterways through cleanups and patrolling.
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