top of page


Our mission is to understand you and what matters most to you. We will take the time to ask hard, smart questions and to listen carefully. We strive to understand, in great detail, exactly where your wealth stands today and where you’d like it to be tomorrow.


We help you design and implement a customized wealth management strategy that helps you and your family pursue your personal financial goals while helping manage investment risk. Our wealth management approach is about using wealth to help turn goals into reality.

Family on Digital Tablet

Financial Planning

Investment Management

Retirement Planning

Insurance & Annuity Reviews

Planning For Life Events

John H. Kay, CFP®


John focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. Read more.


William Simmermacher, CFA


Billy aims to provide the highest level of investment management and financial services possible. He gains an in-depth understanding of his clients' needs and creates long-term investment strategies to help them pursue their financial goals.  

Read more.

New York Office


We believe the best financial approach is the one that helps you pursue your goals. That’s why, from the start, we talk about your aspirations and encourage you to ask questions about issues
that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or a purchase of a home? Preparing to pass your wealth to future generations? Drawing from our extensive experience, we will work with you to develop an approach designed to help address your financial needs without cross-selling products.

bottom of page