We help our clients navigate complex financial matters and make better financial decisions.
Successfully managing your financial well-being is an ongoing process that may include important life transitions such as retirement, the sale of a business, a new career or other major life event such as marriage, divorce or loss of a spouse.
By maintaining a strong relationship built on open communication, accountability and transparency, we deliver a high level of service and help guide you through these transitions in a manner that is consistent with your core values and supportive of your vision for you and your family in the years to come.
Vincent has extensive experience in financial management and portfolio construction gained throughout his career on Wall Street including roles as CFO/COO for hedge funds.
CFA®, Chartered Financial Analyst designation
FRM®, Financial Risk Manager designation
Florida Atlantic University, B.A., Magna Cum Laude
Vincent also serves as trustee on multiple non-profit boards in the community.
Darius specializes in comprehensive retirement and financial planning, leveraging over a decade of experience serving clients.
CFP®, CERTIFIED FINANCIAL PLANNER™
CRPC®, Chartered Retirement Planning Counselor
Marist College, B.A. Finance, Cum Laude
Darius is an avid fitness enthusiast and believes that optimal performance is rooted in a disciplined approach to health and nutrition.
Investment advice offered through Private Advisor Group, a registered investment advisor.
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