Our Story
Reservoir Road is a scenic dirt road that runs along the Cross River Reservoir in Northern Westchester County NY. It has a few hills that can challenge the most experienced cyclists and runners, but most people enjoy the path for its stunning views of the reservoir and all-around natural beauty. On any given day you will find a multitude of people exercising, socializing, or just walking their dogs. For us, Reservoir Road is a peaceful oasis that helps us maintain balance and perspective. It is a place where we do some of our best thinking and we are truly fortunate to have this place so close to our homes.
That’s our mission as a wealth management practice—to be that safe place clients seek for clarity, assurance, and peace. We leverage years of institutional investment experience and a deep understanding of our clients to deliver practical advice. More than that, we strive to help you understand your situation and opportunities to help you make informed and intentional decisions that are in alignment with your goals. You’re trusting us with a lifetime of hard work, and in return, we aim to give you a lifetime of peace and support.
Next-Level
Experience
Our advisors have years of experience working on Wall Street, and we use that institutional investing knowledge to develop a well-defined process and custom solutions that get to the heart of clients' goals and objectives.
Client-First
Mindset
As an independent firm, we’re not encumbered by proprietary products or investment classes. This means we have the freedom to craft completely custom solutions for you that align with your best interest.
White-Glove
Service
We’re here to guide you at every step, so anytime you have a question, concern, or need a second opinion, we’re just a phone call away—ready with thoughtful, relevant, trustworthy insight.