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 Office

215 Park Avenue South, 11th Floor
New York, NY 10003
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