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  In general, our clients are affluent families, professionals, senior executives and successful business owners who live in the New York, New Jersey and Pennsylvania metro area. In all cases, they are seeking the unbiased counsel of an elite team of financial experts to help them streamline their financial lives.

As we specialize in meeting the very specific needs of the affluent, we have an investment minimum of $2 million. And because we work only with clients to whom we can offer substantial value, we limit the number of clients in
our care to 80.


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