At our firm, we have the client—and only the client—in mind.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand that every situation is distinctly different. This is not a cookie-cutter approach.
We understand the challenges that the Special Needs, LGBT and Business Communities face today. A member of Vincent's family has Asperger's syndrome, so as a sibling he brings a unique perspective to serving the Special Needs community. Vincent is a member of the LGBT community, and lives in Montclair, New Jersey. Vincent has an adult son from a former marriage. Vincent is a business owner, so he knows the demands of entrepreneurship!
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.