For over a decade,

we have built strong relationships with our

over 7,000 clients and the communities we serve.




Wealth & Asset Management • Municipal Bonds • IRA's • 529 Plans
401k Plans/Rollovers • Annuities • Income Planning
Mutual Funds • REITS



Individual Retirement Planning • Corporate or Group Retirement Planning

Social Security Maximization Planning • Defined Benefit Plans

Defined Contribution Plans (e.g., 401k’s, 403b’s, 457’s, TSA’s)



Supplemental Medicare Insurance • Disability Policies • Worker's Compensation Plans and Group Benefits • Business Insurance • Home Insurance • Auto Insurance


Our mission is to protect client capital, educate clients on their options and manage risk. On the insurance front, we are independent agents who offer coverage through a wide range of insurance companies. We assess ­the needs of our clients, search for the best available quotes that meet their requirements and ensure that they understand their options.

We understand the hard work it takes to accumulate wealth and we work equally hard to maximize, manage and protect it. We establish realistic and rewarding goals with our clients and continually empower them through unbiased professional advice and diligent guidance.

We work closely with our clients to develop investment programs that offer participants the ability to access or construct well-diversified portfolios at various levels of expected risk and return.​ We specialize in helping plan sponsors fulfill their fiduciary responsibilities by helping to implement programs and policies designed to improve participation rates, reduce expenses and optimize the mix of investment options for participants.  In addition, we tailor client education programs to address the unique needs of each committee.

Our role is to provide objective and independent insight on potential asset classes, investment strategies and specific investments across both public and private markets. From asset allocation to performance monitoring, we work closely with clients to customize our services and recommendations.​



Robert Moskwa
Patrick Delaney, AIF®, C(k)P®

Accredited Investment Fiduciary®
C(k)P® Certified 401(k) Professional

Jeffrey Dunseath
Filip Moskwa


Syracuse, NY

615 West Genesee Street
Syracuse, NY 13204
Office: (315) 410-4672

Fax: (443) 458-6759 

Manlius, NY 


116 Fayette Street

Manlius, NY 13104

Office: (315) 425-5750

Fax: (315) 692-4472

Charlotte, NC

Office: (980) 288-3661

Buffalo, NY

1896 Niagara Street, 2nd Floor

Buffalo, NY 14207
Office: (716) 262-0222

Fax: (443) 458-6759 


Annapolis, MD

1910 Towne Centre Blvd., Suite 250
Annapolis, MD 21401

Office: (443) 603-0178

Fax: (443) 458-6759

For all general inquiries:

Thank you. We will get back to you soon.