A Note From Our Founders

When clients discuss their top priorities, three things are often shared: caring for their family, achieving financial peace of mind, and establishing a clear retirement income plan. During these heartfelt conversations, clients express both relief and joy as we shift the focus from OR to focus on the “AND”. This simple yet powerful word is where the transformation begins.

In fact, this concept was the inspiration behind uniting our two wealth management firms (2022) in partnership under the banner Armstrong & Sinoff Financial. Our unique value is embracing the “AND”.

Together, we specialize in the delivery of expert guidance and concierge service. We pay attention to the details and treat clients like family. In every situation, we ask ourselves, "If this were my family, how would I like them to be treated?" With this mindset, we then create and help implement a personalized financial strategy curated for you and your loved ones.

We look forward to connecting with you and would be honored to help you and your family experience the power of “AND”.

Warm regards,