financial goals, including retirement, education savings, and sound investment strategies. We are dedicated to providing individualized service, face

Advisor: Scott M Boris is a leading investment firm that values the importance of face-to-face conversations for education and advising you on tax-smart investing strategies. Our team of experts look forward to helping

process seamless and simple while offering the best value investment to customers in the towns of Larchmont, Mamaroneck

situation. We then develop a personalized plan and investment strategy tailored to meet their needs and objectives. Our

met, be it for retirement planning, estate planning, investment strategies, or more. With WFA Wealth Managers, you can

to provide individuals and institutions with sound investment strategies that offer deep value. We draw inspiration from successful investors Wall Street trends and remaining focused on deep value investing. Our experience, skills, and commitment to our clients

trends, enabling us to best serve our clients' investment strategies. We also strive to build strong relationships between

an efficient way to find qualified partners, match investment strategies to mandates, and access a growing member community

it comes to retirement planning, financial advising, and investment strategies.We take pride in the quality of our

what they make by creating personalized, tax-efficient investment strategies. Our Strategic Tax Mitigation™ process is designed to tax code and its implications on investments, allowing us to create tailored strategies that meet the needs of

achieve your financial goals by creating a tailored investment strategy. We draw from the best of wealth management

variety of services such as financial needs assessment, investment strategy and management, life insurance, long term care insurance

. We specialize in retirement planning, financial advising, and investment strategy. Allow us to take care of all your

comprehensive financial guidance and advice. From developing an investment strategy to creating accurate cash flow projections, our team

with all your retirement planning, financial advising, and investment strategy needs.If you would like to learn more

in retirement planning, college savings, and tax-smart investing strategies. Our knowledgeable advisors can provide you with guidance

planning, wealth management, retirement income, tax reduction strategies, and lower-cost investment strategies. With our team of experienced professionals

planning and investment management. We understand that each client is unique, so we create personalized strategies to meet a variety of services such as financial planning, investment strategies, retirement planning, estate planning, and more. We strive

filing taxes to providing advice on business and investment strategies. Our experienced team is here to provide quality

. We specialize in retirement planning, financial advising, and investment strategies. Let us help you reach your financial goals