Capstone Advisory Group LLC

Welcome to Merrill Lynch in New York, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

Founded in 1993, Joel Isaacson & Co. is one of the leading independent wealth management firms in New York City. The firm provides comprehensive wealth management services to more than 700 clients across the United States. Joel Isaacson & Co. offers a wide array of services, including investment/cash flow management, tax planning, employee benefit coordination, retirement planning, etc. Its clientele comprises high-net worth individuals/families, business owners, executives and entrepreneurs. Joel Isaacson & Co. holds recognition as one of the Top Financial Advisory firms in the United States by the Worth magazine and Medical Economics.

TJ Capital Management, L.P. is a registered independent investment advisor based in New York, NY, with over 20 years of experience in global investing. They specialize in providing asset management and strategic advice to high-net-worth individuals, family offices, and institutions, offering highly customized multi-asset investment strategies and solutions based on clients' specific investment objectives. With a focus on achieving superior absolute risk-adjusted returns over the long term, TJ Capital Management emphasizes the importance of identifying top investment themes and emerging global trends for effective investment vehicle selection, asset allocation, and risk management. Additionally, they offer consulting services to public companies, helping enhance the interest of institutional investors and strengthen relationships with shareholders.Generated from the website