518.720.3333Troy, NY
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518.306.6268Saratoga Springs, NY
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Personal CFO Services

For many of our clients we assist them with financial planning needs beyond traditional financial planning categories.  In this capacity we are frequently leading a team of advisors including accountants, attorneys, insurance professionals or any other advisor a client may have.  Our team’s range of financial knowledge and experience allows us to seamlessly work with other advisors to successfully implement your financial plan.

In this role we utilize our extensive business knowledge and quantitative skills to provide guidance to our clients in a wide range of areas including:

  • Buying, selling, and financing businesses and capital assets
  • Guidance on real estate and other non-liquid investment assets
  • Intergenerational planning
  • Charitable trust and philanthropic planning