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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Miguel Nunez

President - Wealth Management Advisor

(929) 280-9271


14+ years of experience in helping clients built and protect wealth.

Reducing stress that comes with making big financial decisions can be achieved by creating a sound financial plan that focuses in what is most important to you and your family and reviewing it periodically as life changes come about.

In the years of experience, we have been able to identified top concerns for most of our clients such as, “Do I have enough money to retire?”, “Will I be able to send my kids to college?”, “How can I create a legacy for my family”’, “Am I making the most out of my current tax situation?”, “How can I become a home owner?”, among others.

Please reach out to us to schedule your next financial check-up.

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