Financial Planning and Investment Management

Financial Planning &
Investment Management

Financial Planning

Financial Planning

creating the life you envision!

Investment Management

Investment Management

LGBT Planning Resources

Serving the LGBTQ community

Financial Advisor NYC

I know you’re busy. The last thing you want to do with your free time is deal with your finances. So let me help you.

I worked on Wall Street for ten years. I learned an investing discipline and I understand market behaviors. But I’m done with that scene and I want to bring my experience to you.

All we have to do is talk. We’ll keep it real, simple and transparent.  I will help you make the most of your money. Let me be your financial advisor.

So what do you say, are you ready to take the next step?

Financial Planning

  • Plan for the life you envision
  • Create an actionable plan
  • Protect your financial position
  • Optimize your current situation

Investment Management

  • Tailored to your individual goals
  • Control the “controllables”
  • Manage “bad” investment behaviors
  • Make your money grow over time

LGBT Specialty

  • Sensitive to your situation
  • Plan for different family structures
  • Ensure loved ones are protected
  • Know financial impacts of marriage
Disclaimer: All investing involves risk, including the loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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Thinking Big Financial (“Thinking Big”) is a registered investment adviser offering advisory services in the State of New York and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Thinking Big in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Thinking Big, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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