A better way to find your advisor

Why we exist

Choosing a wealth advisor is one of the most consequential financial decisions a family makes, and most people make it with almost no information. A colleague mentions a name. A search returns whoever spent the most on marketing. A dinner party recommendation becomes a twenty-year relationship by default.

We started this service because we kept watching intelligent, successful people in Scarsdale and across Westchester end up with advisors who were fine, but not right. Wrong fee structure. Wrong specialty. Wrong temperament. The cost of a mediocre match compounds quietly for decades.

What we do, and what we never do

We maintain a curated network of independent, fiduciary advisors and we make introductions. That is the entire business. We never hold your assets, we never see your accounts, and we never recommend specific investments. The advisors in our network provide the advice. We simply make sure you meet the right one.

Because we do not manage money ourselves, we have no preference for where yours goes. Our only interest is the quality of the match.

Rooted in Westchester

We are based in Scarsdale and we work with families across Westchester County, from Bronxville to Bedford to the Rivertowns. The financial lives here have a particular shape: high incomes paired with high property taxes, New York's estate tax, equity compensation from city careers, and college costs that arrive faster than expected.

An advisor who understands that context gives better advice than a generalist ever could. That is why local knowledge sits at the center of how we match.

How we make money

Our service is free for you. If an introduction leads to a relationship, the advisor may pay us a referral fee. Your fees are never higher because of it, and you are never obligated to work with anyone we introduce.

We would rather make no match than a poor one. A mismatched introduction costs us our reputation, which is the only asset this business has.