Our Mission

Success for us is simple: We create and implement financial plans that enable you to achieve your life goals.

  • Expertise You Can Trust

    Over a decade of experience in asset management and working with high net worth families.


  • A Female Perspective

     As a woman-led firm, we bring a distinctive, empathetic approach to wealth management, fostering open conversations and lasting relationships.

  • Unwavering Integrity

    Our practice is built on trust, transparency, and a genuine commitment to your well-being.

Our Values

  • Stewardship

    Caring for your finances and building towards the future you envision.

  • Empathy

    Understanding you to create a plan that works for you today and tomorrow.

  • Integrity

    Doing the right thing, no matter what.

A photo of Deirdre Smith, Certified Financial Planner™: she has long light brown hair, is smiling outdoors on a sunny day, wearing a dark green top and white pants, standing on a balcony with potted purple flowers and green trees in the background.

Meet Deirdre

Deirdre Smith is a Certified Financial Planner™ and an expert in financial psychology. She is passionate about helping people create their dream life and legacy through client-centric financial planning. She works directly with individuals and couples to create comprehensive financial plans and manage investments. She loves walking clients through big decisions, and believes that good financial planning is life-changing.

She holds a Master of Wealth Management from Columbia University and a BA in Art History from John Cabot University in Rome.

Deirdre currently lives outside of NYC with her husband Govind, and their two young children Camille and Theo.

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