Our Team
Steve Condos
Managing Director, Financial Advisor
Kenneth Morris, CFP®
Managing Director, Financial Advisor
Jared Katzman
Managing Director, Financial Advisor
Fortune Macri III, AIF®
Senior Vice President / Wealth Management, Financial Advisor
Desmond Djekovic
First Vice President / Wealth Management, Financial Advisor
Maxwell Uribe
Investment Specialist
Marc Smith
Registered Private Client Associate
Gabrielle Guarnera
Registered Private Client Associate
Michael Mangino
Private Client Associate
Ethan Davidson
Private Client Associate
Colleen McPeek
Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Beyond Investing. Connecting.
When you work with us it’s about going beyond investing. It’s about connecting your life and your finances in a way that makes sense for you, partnering through each stage of life.
Business Retirement Plans
We partner with organizations to deliver innovative, results-oriented retirement plan solutions. Our structured, consultative process is developed to help you offer a well-designed plan—supported by high-level service that empowers your employees to work toward long-term financial security.
College Saving and Funding Plans
Plan for More™—supporting your student’s future while protecting your broader financial goals.
As the cost of higher education continues to rise, paying for college often requires more than saving—it often calls for a thoughtful, customized strategy that balances education funding with your broader financial goals.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Building Better Password Habits
Cyberfraud does not always begin with a data breach. Sometimes it starts with a password that is too easy to guess, reused across accounts, or stored in an unsafe place. Building better password habits can help protect your financial information and may strengthen your overall digital security.
Choosing the Right Trust for Your Needs
Trusts can be a flexible and effective planning tool for a variety of purposes, including addressing estate planning needs. Because there are many types of trusts, the right structure depends on an individual’s objectives, assets, beneficiaries, and long-term financial plan.
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.