Your Partner in Financial Growth
We help clients build more confident financial futures and achieve their life goals.
Building Wealth, Preserving Futures
Miriam Abraham is a financial advisor and CPA who's passionate about helping people like you achieve their financial dreams. She believes in a personalized approach, taking the time to understand your unique goals and concerns. Whether you're looking to invest wisely, plan for a more confident retirement, or preserve your assets for future generations, Miriam can guide you every step of the way.
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Investment Strategies
We offer tailored investment strategies designed to grow your wealth through careful market analysis, risk management, and diversification.* Whether you’re saving for retirement, a major life event, or future generational wealth, we help you choose the right investment path to align with your goals.
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Trust Funding & Estate Planning
We specialize in the funding and management of trusts, ensuring your assets are properly allocated and protected after your estate plan is established. We help you maximize the benefits of your existing plan for long-term financial stability and legal security.
*Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.
Strategic Wealth Planning for a more Confident Future
SMART INVESTING
We'll help you navigate the stock market with proven strategies, so you can grow your wealth while managing risk.
YOUR PLAN, YOUR WAY
We'll get to know you and your goals, then create a personalized plan that fits your life.
GROW YOUR MONEY
Discover how to make your money work harder for you with smart investments designed to build your wealth steadily.
PLAN YOUR FUTURE
Preserve what matters most with strategies for your assets, now and for the future.
Our Team of Financial Wizards
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Miriam Abraham
Principal Owner
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Leora Gelb
Client Service Coordinator
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Shoshana Grynheim
Wealth Management Associate
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Esther Genack
Wealth Management Associate
Contact Us
Ready to take control of your financial future? Whether you have questions about investing, estate planning, or wealth management, we're here to help. Get in touch today to start building a strategy that aligns with your goals.