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About

Financial Advisors, accountants, attorneys, and insurance agents can offer invaluable advice, but because most offer services independent of one another, it is often up to their clients to filter through the recommendations, evaluating each separately to determine which are the most appropriate for their distinct situation.

 

The ideal solution is a financial planning and investment management firm that can help define and achieve each client’s unique, long-term goals through a comprehensive, holistic program of investments, tax planning, and risk management.

 

We provide that solution.

Andrew B. Waxman, CFP®
Our goal is to help you make sense of the complicated world of investing, taxes and insurance by providing sophisticated solutions that are easy to understand and implement.
Andrew B. Waxman, CFP®
Our goal is to help you make sense of the complicated world of investing, taxes and insurance by providing sophisticated solutions that are easy to understand and implement.