At Third Eye Associates, we are committed to educating, empowering, and enlightening you about your financial journey.
We do our best work with individuals and families who appreciate our holistic approach and seek to pursue a more fulfilling and balanced life. If thriving in your financial endeavors and recognizing the significant benefits of partnering with a trusted advisor appeals to you, we would love to talk.
We understand the unique and diverse needs of individuals and families and have extensive experience working with the following clients:
- Individuals and couples
- Professionals
- Small-business owners
- People experiencing Life Transitions
- Creative people
- Inspired retirees
- LGBTQ Individuals and Couples
- Sustainable and responsible investors
Third Eye Associates, Ltd. currently serves clients in 30 states, with a concentration in New York City and the Hudson River Valley.