Articles

Financial Advisor Donna Levy is a powerhouse. With over 3+ decades serving clients, specializing in creating comprehensive financial and investment strategies that integrate investment, insurance, retirement, tax management, and estate planning.

Jake joins the team with extensive knowledge and expertise in complex tax law. He specializes in advanced income tax planning, estate planning, business structuring, tax controversies, international taxation, and structuring commercial and financial transactions. He brings several years of experience as an advanced planning attorney at a boutique tax firm where he serviced family offices and ultra-high net worth clients. In his role, he’ll be an essential part of counseling advisors who work

After a successful career at IBM Corporation, holding leadership positions in sales and sales operations, Stephanie Carmel had an “aha” moment about her professional journey.

A client of mine has been dealing with her aging father and his cognitive decline over the past few years. She has witnessed him go from a highly engaged and intellectually curious individual to being anxious, confused, and unable to perform basic daily functions. My client has worked hard to keep her father’s home life stable and routine, but as a working single parent of two, she is nearing a breaking point in her ability to continue providing his care. This story probably doesn’t sound new t

As advisors, we know that money is a leading cause of friction in many relationships, but it doesn't have to be. Creating and agreeing on a plan for financial balance will help ensure you both know what to do when money conflicts arise. Whether you're married or not, combining households means you'll need to address financial questions like shared bills, housing costs, and planning for the future. Communicate early and often to forge an economic partnership that helps support shared goals while