A Legacy is a Sacred Trust.

Let's Make it Last a Lifetime.

Founded by a 9/11 family member and veteran, we provide holistic financial planning to protect your legacy.

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Combining a survivor's perspective with institutional discipline.

Managing Partner & 9/11 Family Member

Son of a 9/11 victim, Eslyn uses his Wealth Strategy expertise to navigate the unique financial complexities of the 9/11 community.

Chief Investment Officer

A military veteran with 20+ years of financial experience, Will combines a unique investment philosophy with institutional rigor.

Trusted Expertise Featured In

The Wall Street Journal Bloomberg Barron's Financial Times

Converting legacies into sustainable cash flow for the next generation.

Managing VCF offsets, pensions, SSDI, and lump-sum decisions.

Retirement, tax, and estate planning for widows.

Financial clarity shouldn't feel like another battle.

The Briefing: A 20-minute private call.

The Analysis: How fund changes affect your specific numbers.

The Roadmap: A written plan for your legacy and cash flow.