Make Your Money Work for You

Tax-Efficient1 Financial Strategies to Help Create Peace of Mind

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You work hard for your money...

Our job is to make sure it works equally hard—if not harder—for you. Whether you're in the middle of your career or getting close to retirement, we'll help you position your wealth in the most efficient way possible so you can move powerfully toward your goals and live your best life. We bring many of the pieces of your financial world together and help you establish a system so you know exactly what you have and how to make it work for you. We understand that your time is precious, and we do everything we can to take the stress of wealth management off your plate. We are a lifelong resource who will guide you through each decision, making sure your wealth is positioned to support your goals for generations to come. Our mission is to give you peace of mind that a knowledgeable professional is looking out for you so you can pursue your passions with clarity and confidence.

Exceptional Expertise

With 15 years of extensive tax1 auditing experience, we deliver a wealth of knowledge you may not find elsewhere. We know how to prepare you for a secure future and rewarding present, and we provide innovative insight as we collaborate with your CPA and other trusted professionals.

Meaningful Education

When we work together, we educate you about every aspect of your finances—from your opportunities, to your strategies, to the purpose behind it all. No matter what your background, we’ll help simplify the process so that at any given moment, you know exactly where you stand, where you’re going,
and how to get there. 

Multigenerational Focus

We’re passionate about working with every generation of your family—from grandparents to grandchildren—because we want every person to experience the best results possible. We know that if there’s a broken link in the chain, even the most well-formed strategy will fall apart—but when the whole family is on the same page, everybody benefits.

Who We Serve

“I know my financial strategies are important—I just don’t have time to focus on them.”

Sound familiar?

Our clients are driven, successful people who have a lot of moving parts to their financial world. With that, they also have a lot at stake, both opportunities and risks—but they have little time to manage them. That’s why we handle the details for you. We’re highly skilled at tax-efficient1 wealth strategies, and we review everything from a multigenerational perspective so your finances are aligned with your goals for years to come. Some of the clients we commonly serve include:

  • Business Owners
  • Corporate Professionals
  • Multigenerational Families
  • Real Estate Investors
  • High Net Worth Individuals

 

 

1Neither A Mark Above Financial, its staff, nor NYLIFE Securities LLC, its representative or affiliates provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.