Our Team
"Our mission is to provide clients with the framework to make integrated financial decisions that help them grow and preserve their wealth and plan for future generations. Through a team approach, we work together to explore your financial goals and aspirations. Based on your needs and goals, we develop investment and protection strategies that can evolve and adapt to meet your changing needs."
Our Team
Matthew S. Sinclair
Financial Advisor, Financial Services Representative, Investment Advisor Representative
(914) 372-2929
Paul Ruggiero
Financial Advisor, Financial Services Representative, Investment Advisor Representative
(914) 332-0428
Other Associates We Partner With
Joseph O'Brien
Financial Services Representative, Investment Advisor Representative
(914) 372-2929
Domiciled in New York, and may be licensed in other states.
Thomas H. Gwin
Financial Advisor, Financial Services Representative
(914) 372-2929
Domiciled in New York, and may be licensed in other states.
Office Support