ACHIEVE FINANCIAL INDEPENDENCE

Make use of our decades of experience to craft a plan and manage your wealth.

COMPLETE FINANCIAL PICTURE

WE OFFER YOU ACCESS TO YOUR

VIEW ALL OF YOUR ACCOUNTS AND PLANS IN ONE PLACE

Financial Planning

At the core of our business, sound financial plans help create a stable future for you and your loved ones. 

Estate Planning

Leave a legacy for your loved ones, not stress and confusion. We coordinate a plan to suit your needs encompassing everything from Will & Testament, Advanced Directives, Powers of Attorney, and Trust planning. 

Insurance Planning

Nuanced and complex; the insurance world is not known for its simplicity. Our knowledgeable wealth managers have access to sophisticated insurance products to create a strategy that complements your overall plan. 

Wealth Management

Professional Asset Management helps guide you through the markets and create a customized investment portfolio to suit your objectives. 

Learn more about our process.

Our approach can be fully customized to each client. We don’t put you in a box.

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Gary Korolev

CFA®, Wealth Manager
Gary Korolev manages a comprehensive Wealth Management practice centered around meetings his clients’ Investment Management, Risk Management, Estate and Retirement…
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Linda English

Certified Financial Planner (TM) Practitioner
Linda V. English graduated Cum Laude in 1969 from SUNY at Stony Brook with a Bachelor’s Degree in English Studies…
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