Combining financial planning with an investment management program to give you the security you need. Let us handle your finances while you focus on what you enjoy doing most.

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Stanley F. Ehrlich |
When clients hire us as their personal financial advisors, we assume a multi-faceted role. Depending on the client’s needs, our responsibilities might include crafting a financial plan; putting together a balance sheet; examining cash flow and expenses; investing, managing, and rebalancing investment assets; linking up with related professionals on the team, to include attorneys and accountants; and a myriad of other actions. We want clients to be reassured; from simple questions to life-changing events, we’re here to help.
People who trade the stock market frequently aren’t concerned about performance over time. They’re concerned with performance each week, day, or even hour. However, when you’re a long-term investor, reference is often made to how the market performs ‘over time.’ Long-term investing, by definition, implies a longer duration.