Broker Check
20 Offices Nationwide!
  • 110 Main St, Poughkeepsie, NY 12601
  • 407 Hurley Ave, Kingston, NY 12402
  • Office: 845-554-1046
  • Toll Free: 855-MS-Wealth (855-679-3258)






Community Activities

What's in Your Purse - Women's Financial Planning Event
May 14, 2018

We invited our female clients to bring a friend for dinner at Locust Grove to pick up a few tips on investing for the future, protecting their assets, and setting goals. 

Proud Sponsors of the NY Special Olympics Winter Games
February 21, 2016
Special Olympics has created a community that celebrates people’s diverse gifts, and we couldn't have been more excited to help sponsor this years Winter Games and cheer on the athletes.

Proudly supporting The American Heart Association
Wear Red Day - February 5, 2016
Heart disease and stroke cause 1 in 3 deaths among women each year, killing approximately one woman every 80 seconds. Each February, our staff promotes making positive lifestyle changes to support a healthy heart by wearing red on Go Red for Women Day and donating to the American Heart Association.