Our Process

We’ve been helping clients in the greater Westchester County, lower Hudson Valley and surrounding NYC areas invest for their future since 1994.  When you partner with us, you can benefit from:

  • customized portfolio built solely around a thorough analysis of your investment objectives and life goals; as independent financial advisors, we have no parent company or product pressures driving our recommendations, so we’re free to answer only to you
  • The confidence in knowing that your portfolio is managed by a seasoned team that combines expert independent research, modern portfolio theory, and an extensive knowledge of the industry
  • Constant monitoring of your portfolio to help ensure that, as the market changes, we make adjustments to keep you heading in the right direction
  • Regular meetings with you, so we’re aware of shifting priorities, unexpected expenses, and other changes and can modify your portfolio accordingly
UPRG Front