Business Details
Your Trusted Financial Partner for Wealth Empowerment
As a collective of seasoned financial professionals, we combine advanced planning methodologies with strategic partnerships to deliver comprehensive wealth management solutions. Our team consists of certified experts with extensive experience in financial planning, tax mitigation, and legacy building who have cultivated relationships with leading specialists in business valuation, estate planning, and investment management.Through our proprietary Wealth Empowerment process, we transform complex financial challenges into actionable strategies that align with clients' life goals. Our approach emphasizes transparency, collaborative planning, and ongoing administrative support to ensure clients maintain control over their financial futures while navigating life transitions with confidence and clarity.
Services
Wealth Enhancement
Wealth Protection
Business Transition Planning
Tax Mitigation
Legacy Building
Philanthropic Planning
Insurance Strategies
Retirement Planning
Details
- Year established: 2025
Highlights and features
- We implement a proprietary Wealth Empowerment process for financial planning
- Our team has advanced designations (CFP, ChFC, CLU, etc.)
- We coordinate with leading tax and estate planning specialists
- We provide personalized financial roadmaps for life transitions
- We offer customized insurance and investment strategies
Services
Wealth Enhancement
Our wealth enhancement strategies focus on creating sustainable growth through personalized financial planning. By establishing clear goals and implementing long-term plans, we help clients identify opportunities for asset growth while maintaining strategic investment approaches that align with their risk tolerance and financial objectives.
Tax Mitigation
Through comprehensive tax mitigation strategies, we help clients optimize their financial position by identifying deductions, credits, and tax-deferred investment opportunities. Our approach integrates with overall wealth management plans to maximize after-tax returns while maintaining compliance with evolving tax regulations.
Legacy Building
Our legacy building services help clients transition their wealth according to their values and intentions. We coordinate with legal professionals to create comprehensive estate plans that protect assets, minimize tax implications, and ensure successful wealth transfer to future generations or charitable causes.
Business Transition Planning
We develop customized business transition strategies that address ownership succession, valuation optimization, and tax-efficient exit plans. Our approach ensures business owners achieve their financial goals while implementing contingency plans that maintain company stability during ownership transitions.
Insurance Strategies
Our insurance planning services provide tailored risk management solutions for high-net-worth individuals. We evaluate existing coverage and identify cost-effective options while leveraging underwriting expertise to secure optimal policy terms that align with clients' comprehensive financial plans.
People
Jared Levy
Co-Founder & Managing Partner
Jared Levy leads the firm's strategic direction with his expertise in financial planning and wealth management. He brings extensive experience in creating customized solutions for high-net-worth individuals and business owners.
Nick Kavallieratos
Co-Founder, Managing Partner, COO
Nick Kavallieratos oversees firm operations while combining his business acumen with financial expertise to serve clients. His leadership ensures the firm maintains its commitment to delivering exceptional service and innovative solutions.
Jason Feldman
Managing Partner
Jason Feldman specializes in comprehensive financial planning and works directly with clients to develop tailored strategies that address their unique financial circumstances and long-term objectives.
Eugene Peysakh
Managing Partner
Eugene Peysakh focuses on delivering sophisticated financial solutions through his expertise in advanced planning strategies and his deep understanding of wealth management complexities.
Derek J. Pierce
Partner
Dr. Derek Pierce provides psychological insights that enhance our financial planning approach, helping clients make informed decisions that align with their personal values and life goals.
Questions
What types of financial planning services do you offer?
We offer comprehensive services including wealth enhancement, tax mitigation, legacy planning, business transition strategies, and customized insurance solutions.
How do you work with other professional advisors?
We coordinate with your legal and tax professionals to ensure all aspects of your financial plan work together effectively and efficiently.
What makes your approach unique?
Our proprietary Wealth Empowerment process combines strategic analysis with personalized roadmaps to guide clients through complex financial decisions and life transitions.
Do you work with clients in multiple states?
Yes, we're licensed to serve clients across New York, Connecticut, Florida, and Vermont through our team of qualified professionals.
How do you help with business transitions?
We develop customized exit strategies that optimize business valuation, address ownership succession, and implement tax-efficient transition plans tailored to each client's goals.
What experience does your team have?
Our team holds advanced designations like CFP, ChFC, and CLU, with extensive experience in financial planning, insurance strategies, and legacy building for high-net-worth clients.
