Wendy has been providing wealth management and investment advice and guidance since 1999. She creates customized solutions for individuals and business owners who do not have the time, resources or desire to effectively and efficiently manage their financial affairs on their own. Working with a select, affluent clientele, Wendy brings a high level of insight and experience to navigating complex financial situations and offers a practical, sound approach to managing a client’s investment portfolio. Her goal is to thoughtfully address your wealth management needs, carefully consider solutions appropriate to you and ultimately help bring clarity to your financial life.
Wendy has an in-depth knowledge of third-party money managers in a variety of asset classes including stocks, bonds, mutual funds and alternative investments. She has a series 7 license and has earned the Chartered Retirement Planning Counselor (CRPC), and Certified Divorce Financial Advisor (CDFA) designation. Wendy graduated from New
York University with a degree in Accounting and Finance. She is an active member of the NYU Alumni Entrepreneur Group which guides entrepreneurs with business development. Wendy lives in Port Washington, NY with her husband.