Sophisticated wealth management to serve your individual needs

The complexities of the financial world require sophisticated wealth management and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your wealth, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that are designed to align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized wealth management experience tailored to you.

Unique solutions for business owners and entrepreneurs.
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Custom wealth strategies for clients with significant means
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Helping you manage your financial success
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A pragmatic approach to wealth management
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You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Ed Plotkins

Edward Plotkin,

CEPA® Private Wealth Advisor Senior Vice President, Investments
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Tsia

Gladney Senior Client Service Associate
Nina Schurz

Nina Schurz,

MBA Senior Vice President, Wealth Management
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham
Always here for you

 

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