Winick Management

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the New York, NY area, Philip Mattera will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Cerity Partners is a national, full-service Wealth Management firm. We fulfill the needs of Individuals & Families, Businesses, and Nonprofit Organizations though Financial Planning, Business Owner Advisory, Cross-Border Financial Planning, Investment Solutions, Estate & Gift Planning, Tax Planning & Preparation, Retirement Plan Advisory, Financial Wellness Coaching, Executive Financial Counseling, and more. Our team of highly qualified individuals offer one-on-one support and objective advice for every aspect of your financial life. Curious about learning more? Let's talk.

Centerline Capital Group, a subsidiary of Centerline Holding Company, is an alternative asset manager with a core focus on real estate and more than $14 billion of assets under management. Centerline Capital Group represents the combined expertise of CharterMac and ARCap, two industry leaders in real estate investment and finance. The company provides capital at various layers of a property's capital structure and investment products at different levels of the risk spectrum. Centerline has operated in various forms for over 35 years and has a track record of performing through a spectrum of economic and real estate cycles. Centerline Capital Group has over 475 employees in more than five offices throughout the United States, including a location in New York.