Specialties

Hedge Funds and Trading Groups

Leading our Trading Group team is Jim Gabriele (read Jim’s bio), bringing over 20 years experience in investment operations and financial control…read more

Real Estate and Property Investment

We have extensive experience with the accounting and tax implications of real estate investment from acquisition, through management, and ultimate sale…read more

Small Business and Startups

We focus on three main areas, Structural Issues, Business Succession Planning, and Qualified retirement Plans…read more

High net-worth individuals

A prudent financial adviser will encourage all client s to plan. As the saying goes,” no one plans to fail but many fail to plan”…read more