Our clients are generally long-term investors who are busy professionals or retirees who have a net worth in excess of $2 million. New clients are referred to us because they are looking for a trustworthy advisor who is experienced in the challenges and opportunities same-sex couples and families face in our rapidly changing environment. While many financial advisors are gay-friendly, not all are gay-knowledgable — to fully understand the implications of such issues as gay marriage.

Customized Wealth Management

We understand your concerns — to enjoy financial security and independence.

We can work with you to develop a diversified portfolio — after all, you've worked hard to achieve financial independence.  Our process includes:

Taking the time to understand your goals, needs, challenges, and values. Your money cannot serve you effectively if we advocate a course of action that you feel uncomfortable with. By actively participating in the planning process, you retain control each step of the way.

Suggesting a mix of investment products to best serve you. Because we are an independent financial company, we have the advantage of offering you access to a wider variety of products than many bigger Wall Street firms.

Coordinating account registrations to match your legal and estate planning needs. Specializing in same-sex couples and families, we understand the importance of account registrations.  By designing your overall wealth management plan, we can coordinate with the legal and accounting experts to ensure assets and accounts are properly titled to match your overall objectives.

Continuing to monitor your investments' performance and consult with you regularly to ensure the program continues to reflect your current circumstances and aims. 

Nan P. Bailey • 1875 Palmer Avenue • Larchmont, NY 10538 • 914-834-9105