Contact
New York NY, 10018
212-625-1200
William Sweet, CFP®
Chief Financial Officer
“I got my clients through the Great Financial Crisis because of Josh and Barry. They were two voices of reason during a time when very little made sense. When a post for “CFP®s Wanted” went up in 2013, I responded with a resume about 45 seconds later. I finally landed a job in 2015. There was never a doubt in my mind.”
“Every morning, I log in and do my business with a tight-knit network of trained professionals. From wealth management to financial planning, to operations, to tax, to estate, to media, to content, everyone on our team fits together and is focused on serving our clients. There are no B-players, and the whole is greater than the sum of our parts. This is a special place, and it’s our responsibility to keep the train rolling as long as we can.”
“I’m always on the clock. I can sleep when I’m dead.”
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