A Quick Video from our Founder on "What Sets Us Apart"
So, what sets us apart from other financial firms that promise Wealth Management?
Our founder, Jerry Addeo, explains that we define Wealth Management differently. We believe that true Wealth Management is the combination of three main factors – protecting wealth, accumulating wealth and transferring wealth – with a sensitivity to all of the significant tax implications that arise. This is accomplished by utilizing and integrating the expertise of our four main services – tax/accounting, financial planning, investment advisory and relationship management.
How do we do this? We are present and focused. We pay attention to details. We KNOW our clients. We apply our professional know-how. And most importantly, we listen and we care.