Defining Your Direction

Not everything that can be counted counts, and not everything that counts can be counted. --Albert Einstein

Can you define what wealth means to you? Where do you want to be in 5 years, 20 years, or even tomorrow?  Unfortunately there is no magic roadmap - that only exists in the world of sales and marketing.  Each of us has our own unique set of dreams and circumstances.

At Katonah Capital Group, our process begins by working with you to define your vision. This understanding drives the strategies we develop and it informs our analysis of potential risk, enabling us to mitigate obstacles that might impair your direction. 

We are an independent advisory firm - not captive to any one financial institution, product or process. We maintain a profound awareness that this planning process is ultimately about the quality of life experienced by you and your families. It is a responsibility we take to heart and we are grateful for the trust placed in us.