Who We Are
We stay on the cutting edge
of investment ideas.
Our Leadership Team has over a century of experience servicing Ultra High Net Worth families and their unique needs. We stay on the cutting edge of investment ideas, products and tax legislation to meet the investment management and estate planning needs of our clients.
Our team is comprised of specialists, industry leaders, nationally acclaimed speakers, and authors on the full spectrum of financial services.
Our areas of proficiency include: Private Placement, Private Credit, Family Office Consulting, Estate Planning, Business Planning/Continuation, Personal Income Protection, Premium Finance, Private Wealth Management, Life Insurance, and Pension Plans.
As a part of M Financial Group, we lead one of the nation’s premier financial services distribution companies. Through our exclusive partnerships with the leading multi-billion dollar investment and insurance companies, our professionals are able to provide exclusive solutions required to satisfy the complex needs of the ultra-affluent.
Our Locations
New Jersey Office
72 Eagle Rock Avenue, Suite 302
East Hanover, NJ 07936
Phone: (973) 434-8700
Fax: 973-434-8177
New York, New York Office
Phone: (973) 434-8700
Fax: 973-434-8177
Seattle Office
Two Union Square
601 Union Street, Suite 3212
Seattle, WA 98101
Phone: (973) 434-8700
Fax: 973-434-8177
Ft. Lauderdale Office
500 E. Las Olas Blvd.
Suite 1605
Fort Lauderdale, FL 33301
Phone: (973) 434-8700
Fax: 973-434-8177