Where do you want to go? We'll get there, together. 

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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Your Process

Your Process

We create strategies that are tailored to your goals.

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Our History

Our History

We're prepared to guide you through life's transitions. 

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Shared Values

Shared Values

We operate our business with ethics and integrity.

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Resources

Resources

Let's talk about your investment strategies.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Your goals are our goals.

Your goals are our goals.

As part of our comprehensive advisory process, we take the time to gain in depth knowledge of each client's situation.

We create and implement a personalized plan to help our clients make prudent financial and investment decisions which will help them pursue their goals.

Our team follows a disciplined investment process that begins and ends with our clients.

We look forward to having the opportunity to work with you.

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We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Meet Our Team

Iliza Bartels

Iliza S. Bartels, AIF®

Principal, Wealth Management Advisor

516.627.7890

516.908.5003

Matthew Brenner

Matthew D. Brenner, AIF®

Principal, Wealth Management Advisor

516.921.1445

516.908.5003

Shane Parouse

Shane Parouse, ChFC

Principal, Wealth Management Advisor

516.921.1482

516.908.5003

Weekly Market Commentary

Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.

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