We are a boutique financial services firm based in Manhattan, working with individuals and businesses on smart, innovative and tailored financial plans.
Finding Your Fit
Each of our agents has extensive personal and professional experience. Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.
We pride ourselves on our long-lasting relationships with our clients. We believe in being a partner with you each step of the way, helping you assess your financial goals and manage your finances efficiently and effectively to achieve those goals.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we provide is a roadmap to working toward a more secure financial future.
We’re looking forward to using our extensive knowledge and experience to help you pursue your financial goals.
Our President: William LaPiana
Mr. LaPiana began working in financial services after a winning collegiate athletic career. He brings that same competitive attitude to find winning investments for his clients. Bill provides comprehensive wealth management services using a holistic approach that goes well beyond the numbers.
As a husband and father of two young children, he understands the importance of helping families plan safely for their financial future.
Mr. LaPiana holds the following certifications: Series 7,63,65 FINRA approved licenses along with Life, Accident and Health Insurance licenses.
