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Upcoming Events

2025 Market Outlook

Join us for a discussion with John Stoltzfus and Ari Wald.  

January 30, 2025

5:30pm Reception
6:00 - 7:00pm Discussion

Oppenheimer & Co. Inc.
Chrysler East Building
666 Third Avenue, 13th Floor

Meet the Speakers and Moderator

John Stoltzfus | Chief Investment Strategist
Oppenheimer Asset Management Inc.

Ari Wald | Head of Technical Analysis
Oppenheimer & Co. Inc.

Nick Siconolfi | Moderator | Director of National Sales
Oppenheimer & Co. Inc.

RSVP Here

snowy mountains

Join us on Top of the Mountain
For an Exclusive Day of Skiing

Wednesday, March 5, 2025
Plattekill Mountain, NY

Lift tickets, breakfast and lunch provided.
Lifts open from 8:45am to 4:15pm
Click here for directions.


Additional Services:
Guests can rent ski or snowboard equipment, as well as book private, semi-private and children lessons at an additional cost.
See details here. (a 20% discount off listed prices applies for our event –do not book online, let us know directly)


Feel free to invite relatives, friends and colleagues.

PLEASE notify us if you or anyone in your party will need to book a lesson or rent equipment, so we can coordinate with the resort and make sure they are properly staffed.

Our sponsors will be providing food, beverage and educational component:

Putnam Investments | Active Insights: Global Economy and Equity Markets

Equable Shares | Equable Shares: Hedging Specialists

Nuveen | Municipal Market Update

First Trust | Tums in the Road: Navigating Through Transitions

*No alcoholic beverages purchased by event organizers and/or sponsors before 4pm (guests can purchase on their own before that).

RSVP Here

2025 Forbes Best-In-State Wealth Management Team by Forbes/Shook

2025 Forbes Best-In-State Wealth Management Team by Forbes/Shook

We are honored to be recognized as a 2025 Forbes Best-In-State Wealth Management Team by Forbes/Shook.

This achievement is a reflection of the trust our clients place in us and the dedication of our team to helping them achieve their financial goals.

Thank you to our clients, colleagues, and families for your continued support

Petar Arizanov

Petar Arizanov Celebrates 20 Years
as a Financial Advisor

Congratulations to Petar Arizanov for 20 Years as a Finacial Advisor!