Our Firm

We are an independent financial planning and investment management firm focusing on accumulation, preservation and transfer of wealth for individuals, families, and businesses.  Providing you with financial solutions and servicing your planning needs is the foundation of our success.

Mr. Clifford Michaels, principal of our firm, has lectured widely on financial topics and has taught finance at St. John’s University and Baruch College. He has appeared in many publications such as Barron’s, Newsday, the Wall Street Digest and has appeared on TV55, CNN and CNBC.

Our strength and depth of problem solving abilities are passed on to you through a variety of ways depending on your personal needs. We are committed to providing you with personal attention and an individualized plan based on your specific goals. Please contact us for a free consultation so we can show you the benefits of our wealth strategies and having a sound financial plan. 

Our strategic alliances include Cadaret Grant & Co./Pershing LLC, Charles Schwab, American International Group, Pension Actuaries, and Expert Attorneys.