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Since everyone deserves an opportunity to amplify their wealth, the only fee charged is a transparent hourly or project-based advising fee, determined by your needs.
There is
• No required minimum net worth,
• No charge of a percentage of assets under management, or
• No commission or fee earned from any products, investments, or referrals.
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Your goals are the backbone of your financial plan. I am always here to help you set and tweak goals and implement your plan as needed. Your financial plan empowers you to attain your goals, often sooner than imagined, by spending and investing wisely.
“I am passionate about empowering people to increase their financial literacy and simplify their finances to spend and invest wisely. As a fiduciary, providing trusted fee-only fiduciary holistic wealth advising is imperative to me. Everyone should benefit from having a partner and financial plan that is focused on their personal journey to amplify their wealth.”
- Alissa Krasner Maizes, J.D.
Favorite Bagels & Appetizers :
Sables - NYC
Favorite Ice Cream Shop: SOCO - Great Barrington, Massachusetts
Favorite Beach:
Delray Beach, Florida
Favorite Ski Destination: Steamboat Springs, Colorado
Favorite Take Out Food: Sushi
Favorite Tomato Sauce: Rao's Homemade Roasted Garlic
Favorite City Activity:
Self-Guided Eating Tour
Grew Up In New York
Amplifying your wealth is my priority.
I will work with you to find the very best way of achieving it.
I AM HERE TO HELP YOU
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