54 Route 31N
Our teamwork approach adds a broader perspective to all we do and provides increased benefits to you because it allows us to see your complete financial picture. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education and experience. No one strategy fits everyone, which is why every client gets our undivided attention — from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Both Dave and Liz Scafa are Certified Public Accountants and are licensed to conduct investment business. Dave manages the tax and accounting division, and Liz manages the wealth management division. Our strong background in these disciplines results in a unique financial planning experience.
Over the years, many of our business relationships have developed into friendships. We want to get to know you well so we can tailor our financial strategies to meet your specific needs. Our goal is to treat you with the care and concern we would offer to our family and closest friends.