Exciting News! We’re please to announce the acquisition of James VanMetter and Associates, a Westchester County firm specializing in wealth management. We’re excited to continue expanding our market presence and services in the tri-state area.

Contact us.


Westport Office
315 Post Road West, Suite 2A
Westport CT, 06880
(203) 221 3085
View Map

White Plains Office
711 Westchester Ave, Suite 305
White Plains, NY 10604
View Map

Ridgefield Office
898 Ethan Allen Hwy (Route 7)
Ridgefield, CT 06877
View Map

Melville, NY Office
175 Broadhollow Rd., Suite 173
Melville, NY 11747
(516) 730-0330
View Map

Email Us