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Meet Our Team

Client Centered

About Each member of our team will collaborate under one vision - to help you preserve, grow, and optimize your wealth.

The cornerstone of our practice is giving people the knowledge they need to make informed financial decisions with confidence.  We guide our clients through a process that both educates and empowers our clients - taking the time to explain our recommendations and how they integrate with other facets of their overall wealth management strategies.

As your Financial Planners, we provide thoughtful collaboration, insight and a superior level of personalized services.

Our Team

David Goldwasser

David Goldwasser, MBA, CLU®, ChFC®; ChSNC ®

Financial Services Executive, Financial Planner, Special Care Planner

(914) 372-2922

(914) 372-2929

Sharon Jokhadze

Sharon Jokhadze

Client Service Associate



Wealth Strategies Division