Financial planning and investing can be both intimidating and overwhelming. We want to be there to help you understand your financial picture, plan for the future and prevent costly mistakes that you may regret down the road. We specialize working with high achieving, urban professionals in the prime of their career. Services provided are financial planning and portfolio management. Both are customized to meet your individual needs. Our Process advocates meeting with potential clients to ensure expectations are aligned, understand client goals and make sure we are a good fit before moving forward. Location: We have offices in both Jersey City, NJ and NYC. We are also proud to provide our services nationwide through virtual meetings and the occasional trip to connect with a client face to face. Ideal Clients: We specialize with generation X/Y high achievers at both start-ups and established technology, media and retail companies across corporate America.