Investment Management

Invest With Intention

Unique Investment Management in Rye, NY & surrounding areas

We help clients in Westchester County, and beyond build investment portfolios that support their financial goals—not someone else’s model. Whether you’re just getting started, planning for retirement, or rolling over an employer sponsored plan, we focus on strategies that are diversified, tax-aware & aligned with your timeline.


There’s no guesswork. Just thoughtful investing, backed by experience & driven by your goals.

Two overlapping speech bubbles, one with a question mark.

Frequently Asked Questions

  • Do you manage my investments or just advise?

    We offer both full-service portfolio management & one-time strategy reviews, depending on what you need.

  • Can you manage my 403(b)?

    In many cases, yes. If your plan allows for advisor access, we can help with allocation, provider selection & rollover decisions. Otherwise, we can guide you on your available investment options.

  • Do you offer socially responsible or ESG investment options?

    Yes. We can incorporate ESG factors into your portfolio if that’s something you care about. It’s always your choice.

  • Is there a minimum investment amount to work with you?

    No strict minimum. We work with a range of clients—from first-time investors to retirees managing larger portfolios.

  • Are You a Fee-Based Firm?

    We’re guided by each client’s financial plan and risk preferences. As independent CFP® professionals, we provide access to a full range of strategies—from fee-based portfolios and managed accounts to annuities and more. Our role is to help you navigate the investment landscape with clarity, so you can make confident, informed decisions.

Investment Advice Built for Long-Term Goals

Folder with papers, showing dollar signs.

Portfolio Design & Diversification

We build portfolios using a mix of asset classes—like stocks, bonds & ETFs—based on your goals, risk profile & time horizon. Whether you're investing for growth, income or stability, we design an approach that fits your real life.

Money tree growing dollar sign leaves.

403(b), 401(k) & IRA Rollovers

If you’re retiring or changing jobs, we help you evaluate rollover options for your workplace retirement accounts. That includes 403(b) accounts for public school employees, as well as traditional 401(k)s and IRAs.

Teamwork icon: people under a gear.

Ongoing Management & Rebalancing

We don’t just build your portfolio—we maintain it. That includes regular rebalancing to keep your investment mix aligned with your goals, and updates when life changes.
A financial document with dollar sign and calculator icon with percentage symbol.

Tax-Aware Investing

We consider the tax impact of every investment move. From asset location strategies to managing capital gains & losses, we aim to grow your portfolio while reducing avoidable tax surprises.