Profolio

After more than 10 years as a Wealth Management Professional with Goldman Sachs & Co. in New York City, I started Profolio Investments to create a new kind of wealth management firm: one that leverages the latest technologies, serves both high-net worth individuals and new investors, and truly works toward a client's best interests. 

I believe that elite wealth management strategies and smart investments should be available to everyone while recognizing that clients invest to grow their wealth, not to lose ground with excessive commissions and costly management fees.  As an independent Registered Investment Advisor, Profolio is committed to our fiduciary duty and our mission; to put our clients' best interests first, without exception.

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