Leadership Team

WHAT WE'RE THINKING

Insights

Valuable insights that empower your decision-making,

Case Studies

Inspiring examples of financial tailored solutions.

Media Mentions

Recognizing our expertise and client success.

Stay ahead in a rapidly changing world

Our monthly insights for strategic business perspectives.

FINANCIAL

Investment planning

Tailored investment strategies to help clients grow their wealth.

Retirement planning

Comprehensive plans designed to secure a comfortable future.

Education planning

Guidance on saving and investing for educational expenses.

WEALTH

Portfolio management

Active management to optimize returns while managing risk.

Asset allocation

Maximize growth potential via asset diversification.

Risk management

Managing financial risks with insurance and other measures.

TAX

Tax planning

Optimize tax through services like deductions and strategies.

Estate planning

Effective estate planning for taxes and wealth transfer.

Wealth preservation

Preserve wealth for future while reducing taxes.

FEATURED

Adapting to
the digital era

Leadership Team

Leadership Team

Lawrence Wintermeyer

Vince Molinari

Brian M. Foote

Joseph Latona

Abdul Haseeb Basit

Jon Karas

Emily Levin

Insights

Case Studies

Media Mentions

Stay ahead in a rapidly changing world

Investment planning

Retirement planning

Education planning

Portfolio management

Asset allocation

Risk management

Tax planning

Estate planning

Wealth preservation