Our approach to managing wealth is individualized to each client/family with a heightened focus on the personal goals of the client; whether that be minimizing risk, preserving capital or growing wealth through aggressive investments and strategies. At Island Financial Group, our primary goals not only includes exceeding the client's goals, but also demonstrating discretion throughout the process. Our clients become our extended family; as we grow together, we learn more about our clients' goals and desires and work as a team to achieve and surpass these goals.
As a small boutique firm, with the experience and resources of a large firm, we offer a unique adaptability that allows us to take advantage of changes in the marketplace. While headquartered in New York City, many of our experienced professionals work remotely throughout the country, allowing them to better serve their own communities.