Business Name: Snowden Lane Partners Website: www.snowdenlane.com
Certified Financial Planner & Chartered Retirement Planning Counselor, New York
We provide transparent, personalized & independent financial advice to families of wealth. The foundation of our approach is focused on financial planning and understanding the unique needs of our clients.
Our investment strategies focus on a disciplined asset allocation approach. We utilize best in class active and passive, cost effective, and tax efficient investments with the incorporation of sustainability. Our clients invest in long term strategies for wealth accumulation over multiple generations. This may include family foundation conversations or philanthropy goals or next generation education.
We are passionate about client service and helping clients by doing what we say & saying what we do.
- Originally from Westchester. Started Family in Hells Kitchen NYC. Lived there for 10+ Years.
- Currently lives in Irvington with wife, three daughters and Cavapoo - Maggie.
- Passionate about exercise, sports golf and tennis, Mets, travel, history and sustainability.
- Board member and on the investment committee at Scenic Hudson.
- Extensive Public Company Executive Compensation Experience & Concentrated Positions
- Business Sale and Liquidity Event Planning
- Trusted Adviser CPA and Attorney Coordination
- Multigenerational Financial & Estate Planning.