Get To Know Us

A Wealth Advisory Firm that’s as unique as you are.

People seeking financial advice are often looking for answers to difficult questions. North Fork Asset Management is an investment management, financial planning and wealth advisory firm founded to deliver customized wealth management solutions to successful families and individuals.

Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. We invest the time to understand your unique situation and develop customized plans with strategies designed to achieve your specific goals and objectives.

What We Believe In

Our clients entrust us with their financial future, and we continually work to earn their confidence by staying committed to their success. More than just managing investments, our role is to facilitate outcomes — empowering your financial success.

Our uniqueness is derived from our five core values that guide our vision.


We adhere to a different standard – the fiduciary standard. That is, your interests come first. We never take for granted the trust clients have placed in us and always deliver on our promises.


Excellence entails adherence to discipline and requires that we demand more of ourselves than others do. Excellence is the unrelenting pursuit of the highest quality.


Our goal is to be the best at what we do. We view the pursuit of knowledge as an essential component in achieving this objective.


We avoid unwarranted complexity and proactively provide ideas, answers, and clarity.


Our actions match our words - that is the North Fork way - and we do not compromise our principles for the sake of expediency or profit.