The New York-Grand Central Team
Serving the greater New York, NY area.
Location
New York, NY 10165 (212) 452-5900
A team behind every plan
We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The New York Grand Central team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority. Our team takes the time to understand the goals and values of each client. Book an introductory call to learn how we can help.
Meet Our Team
Awards & Recognition
View All2026
Forbes Top Next-Gen Wealth Advisors Best-In-State (2026)
Forbes
2026
AdvisorHub 250 Advisors to Watch – Over $1B (2026)
AdvisorHub
2026
Forbes Best-In-State Wealth Advisors (2026)
Forbes
2026
Barron’s Top 1,500 Financial Advisors (2026)
Barron's
2026
InvestmentNews Top Financial Professionals (2026)
InvestmentNews
2025
Forbes Top Next-Gen Wealth Advisors Best-In-State (2025)
Forbes
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Our offices, one team
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
New York, NY
New York, NY 10165
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
What we’re thinking about
How To Buy Your First Home
Reduce Your Taxes and Medicare Premiums With Charitable Giving
New York - Grand Central Media
Newsroom and Resources
View AllAssetTV: Christopher Mattern Featured in “Navigating Inflation, Market Volatility and Retirement Income Risks”
19 Wealth Enhancement Advisors Named to Forbes’ 2026 Top Next-Gen Wealth Advisors Best-In-State Ranking
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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