REACH FOR MORE…TOGETHER!

Prudently curious wealth advisory and measured responses through the arc of your career

BUILDING MOMENTUM

  • Investment Consulting

  • Financial Planning

  • Retirement Planning

  • Personal Security

  • Informational Security

  • Disability Insurance

  • Life Insurance

  • Asset Protection

  • College Saving

  • Trusts and Wills

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PEAK EARNINGS AND ENDORSEMENTS

  • Family Office Services

  • Philanthropy Consulting

  • Asset Protection

  • Estate Planning

  • Wealth Transfer

  • Legacy Planning

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RETIREMENT ZONE

  • Coaching Connections for Board and Advisory Team Candidacies

  • Mission/Vision Re-Framing

  • Pension Maximization

  • Transformational Scenario Planning and Story Telling

  • Grow Assets > Inflation

  • Budgeting

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ADDRESS

512 W. 22nd St, 7th floor
New York, NY 10011

PHONE

(212) 286-1170

*2023 Barron’s Rankings (Jordan Waxman) #67, Top 1200 Wealth Advisors.

*2022 Forbes’ Rankings (Jordan Waxman, Founder and Managing Partner): #45 America’s Top Wealth Advisors and Best-in-State Wealth advisors (#11 New York). (Eric Wilson, Partner and Managing Director): #13 Forbes Top Financial Security Professionals and Best-In-State Financial Security Professionals (#2 New York). #5 Forbes’ Top RIA Firms

*2021 Forbes’ Rankings (Jordan Waxman, Founder and Managing Partner): #48 America’s Top Wealth Advisors. (Eric Wilson, Partner and Managing Director): (Eric Wilson, Partner and Managing Director): #15 Forbes Top Financial Security Professionals. 2021 Barron’s Rankings (Jordan Waxman, Founder and Managing Partner): #82 Top 100 Independent Advisors and #99 Top 1,200 Financial Advisors.

*2020 Top 50 Private Wealth Management Teams. 2020 Forbes’ Rankings (Jordan Waxman, Founder and Managing Partner): #59 America’s Top Wealth Advisors and Best-in-State Wealth Advisors (#10 New York).

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