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Ready to See the Truth About Your Finances?
No obligation. No sales pitch. Just an honest, forensic look at where you stand — and what you can do about it.
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FAQ
Frequently Asked
Quick answers to what we hear most often. Have another question? Call us at (631) 273-1000.
Book a Free ConsultationWhat exactly is a Wealth Audit?
A comprehensive, independent forensic review of your complete financial picture — including investments, insurance, fees, advisor relationships, and your overall financial plan. We examine everything with fresh, unbiased eyes.
Is there a fee to request an audit?
We offer a complimentary initial consultation. Book a free one-hour call via our Calendly link — no obligation, no sales pitch, just the truth.
Are you a fiduciary?
Yes. For advisory clients, we are legally and ethically bound to put your best interests first — always. This is a legal standard, not just a marketing promise.
Do you work with my existing advisor?
We can operate as a completely independent second opinion alongside your current advisor, or take over management entirely — whatever serves your best interests based on our findings.
How long does the audit take?
Most audits are completed within 2–4 weeks of receiving all required documents. The timeline depends on the complexity of your financial situation.
Where are your offices?
Our corporate HQ is in Port Jefferson, NY. We also have offices in Woodbury, Bay Shore, Huntington, and Florida NY, Toms River and Mount Arlington NJ, Shelton CT, and York and Berwyn PA. We serve clients nationally.
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