~ When should you retire? ~ Is now the right time to make that big purchase? ~ What’s the best way to set up an inheritance for your kids? ~ Are alternative investments right for your portfolio? No matter who you are or what stage of life you’re in, there are often difficult financial ...more

~ When should you retire? ~ Is now the right time to make that big purchase? ~ What’s the best way to set up an inheritance for your kids? ~ Are alternative investments right for your portfolio? No matter who you are or what stage of life you’re in, there are often difficult financial questions to work through. If you’re an executive, business owner, retiree, or high-net-worth family –– answering those questions may be especially complex, time-consuming, and consequential for your financial future. For nearly 30 years, I’ve provided clients with the comprehensive guidance and resources to help navigate the unique obstacles of wealth and seek to achieve their long-term––and often multigenerational––goals. With deep professional experience and a rigorous educational background that includes being a CERTIFIED FINANCIAL PLANNER® –– I offer a comprehensive skillset and extensive knowledge capital to help you across a wide-array of needs. Over the years, I’ve helped clients navigate challenges both global and personal –– from market volatility and regulatory changes to unexpected health concerns and complex family dynamics –– utilizing a long-term, plan-driven approach. I regularly work with my client’s attorneys, accountants, and family office directors, and I’m committed to helping simplify your financial life as you pursue your own career goals and personal passions. For a second opinion about your current investments, or to talk about your goals, please call me at 212-497-4743 or E-mail me at martin.a.moy@citi.com.less