Let’s Talk
Every enduring partnership starts with honest conversations. Whether you want to secure your family’s multi-generational legacy, partner with an independent fiduciary for your organization, or simply ask a question, we are here to listen.
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Phone: (212) 686-0021
Monday – Friday: 9:00 AM – 5:00 PM EST
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Visiting our midtown office
Located in the heart of Midtown Manhattan
Our office is conveniently located on the East Side of Manhattan, just a short walk from Grand Central Terminal and major subway lines (4, 5, 6, E, and M trains). Whether you are visiting for a planning session or a regular portfolio review, we look forward to welcoming you to our Midtown office.
The team that supports your life’s goals
Scott Kimelman
Partner & Co-Chief Investment Officer
Sapan Vayas, CFA®
Partner, Co-Chief Investment Officer & Senior Wealth Advisor
Yasmeen Mock
Partner, COO & Senior Wealth Advisor
Joyce Chan
Finance and Operations Manager