"I am humbled and excited to announce that I have been featured in Westchester Magazine as The Face of Wealth Management. I am grateful for this honor as is a true testament to our hard work and dedication in the last 20 years. Looking forward to the next 20! Thank you."
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013-2017, 2019, 2020, and 2022 Five Star Wealth Managers.
2023 Diversity, Equity, & Inclusion Summit Awards
