Description: As Financial advisors in Sparta, NJ we serve U.S. and European clients. We specialize in investment management and wealth management.
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We are an independent investment advisor and specialize in serving European and U.S. clients who either live in Europe or in the U.S. Before we started our partner-owned firm in May 1998, we worked for European financial institutions in Europe and the U.S., which gave us the experience to understand the cultural and structural differences between countries. We provide an overall service with a main focus on preserving and growing our clients’ assets over time; and a secondary focus on providing ancillary se
We believe in long-term relationships with our clients based on a commitment to your goals. As independent investment advisors serving U.S. and European clients, we provide comprehensive services with a primary focus on preserving and growing your assets over time. The ancillary services we provide also help our clients find answers by bridging geographical distances and language barriers, whether living in Europe or in the United States.