Third Eye Associates has a passion to educate, empower, and enlighten individuals and families on their financial life. Our clients believe in our holistic approach and strive to live a more fulfilling and balanced life. Our most successful clients realize the value-added in working with a trusted advisor, who will keep you on track.
We have extensive experience in working with the following clients:
- Individuals and couples
- Small-business owners
- NYC residents who weekend in the Hudson Valley
- People experiencing Life Transitions
- Creative people
- Inspired retirees
- LGBTQ Individuals and Couples
- Sustainable and responsible investors
Third Eye Associates, Ltd. currently serves clients in 25 states, with a concentration in New York City and the Hudson River Valley.