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Paul D’Elia

Partner

Individuals and Families

Why Gifting Appreciated Stock is Smart, Even in a Down Market

October 19, 2022 - The tax benefits of gifting long-term appreciated stock to registered charities in a down market present an attractive strategy for donors.

Paul D’Elia, Partner

Paul D’Elia

Partner

Individuals and Families

Using HSAs as Tax-Advantaged Investment Accounts

October 3, 2022 - Most people view HSAs as a tool for qualified medical expenditures. But sophisticated investors are increasingly using HSAs to maximize tax-advantages investment, retirement, and estate…

Paul D’Elia, Partner

Paul D’Elia

Partner

Corporations

Why Financial Planning Belongs as a Workplace Perk

July 28, 2022 - Competing for top talent in a global marketplace requires giving the best candidates a compensation and benefit package that covers their needs and protects their…

Paul D’Elia, Partner

Paul D’Elia

Partner

Individuals and Families

You Just Got a Refund Check from Your Child’s College. Now What?

April 29, 2020 - While a welcomed surprise, the refund poses a potential tax risk if the funds originally came from a 529 plan. Paul D’Elia shares tips for…

Paul D’Elia, Partner

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute introductory meeting so we can understand your unique financial goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Principal & Client Experience Director

Stephanie Bellisario's headshot

Stephanie Bellisario

Principal & Client Experience Director

Call us to Schedule: (212) 202-1810

Find your ideal financial advisor with our personalized Concierge Program.

Call Us: (212) 202-1810

or Schedule a complimentary introductory meeting now:

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This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

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Dustin Ribergaard

Principal & Client Experience Director

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Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Questions? (212) 202-1810

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We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Ben Pace and Joseph Matus

Economic and Market Outlooks

Third Quarter 2026 Review and Fourth Quarter 2026 Economic and Market Outlook

October 7, 2026 - Looking into Q4 and beyond, AI-related capital investment and fiscal support should help sustain global growth, while stubborn inflation, tighter monetary policy, and elevated rates…

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: October 2026 Economic and Market Outlook

October 1, 2026 - In our October outlook, Jim Lebenthal, Partner and Chief Market Strategist, notes that the economy’s three key pillars—GDP growth, strong labor markets, and profit growth—remain…

Ralph Coutant

Senior Principal

Individuals and Families

Diversification Strategies for AI Concentration Across Asset Classes

October 8, 2026 - AI-linked companies now represent roughly half of S&P 500 market capitalization. And the concentration doesn’t stop at the technology sector.

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