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Welcome to our Web site, where you will find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.


We are here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.


With three partners and one advisor in New York and New Jersey, we focus on wealth management that encompasses tax strategies.  Please contact any of our offices for further information:


New York, NY

Ewing, NJ

Flemington, NJ

Berge Avedisian


Stephen Galli

Mary Anne Bohlinger

Bruce Hesse
25 West 45th Street, Suite 504


New York, NY 10036


32 West Upper Ferry Road


Ewing, NJ 08628





111 Route 31, Ste.114

Flemington, NJ 08822