We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
With more than 39 years of experience in financial planning and investment management, Larry Koenigsberg has accumulated knowledge and perspective to help keep you and your financial future on a steady course. Larry understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Larry will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you. Larry endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry's most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of the current financial markets, Larry designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He takes the time to explain his recommendations and, once you are comfortable with your new plan, Larry puts it into action and reviews its performance for opportunities to adapt to life changes and new goals. He provides accessibility and outstanding client service for a wide range of financial needs.
