Why North Fork? » Our Unique Approach

How is our approach to wealth management different?

First we listen. Then we prove you’re being heard.

Only one measure counts: are we helping you meet your goals? From the start, we sit on the same side of the table as our clients. Before any advice is given, it is essential that we understand your goals and what is important to you and your family. We accomplish this by asking the right questions. Only then do we draw upon our knowledge to develop a holistic financial plan appropriate for your situation. The result? A strategy that is uniquely yours and yours alone.

A process centered on client goals.

Our integrated wealth management process combines client goals and objectives with appropriate solutions. Our process guides you along a path to pursuing your long-term goals.

Promises made—and kept.

Our highly structured approach is consistent with our Firm’s emphasis on accountability. We take great pride in actually doing what we say we’re going to do.

Our approach emphasizes four important concepts:


The best results are delivered with exceptional service. Our clients are our only priority.We are always available to meet their needs.


We serve as a fiduciary to our clients, who expect and receive the perspective that they need to hear, with objectivity.


Our clients lead busy and complicated lives. Our job is to allow them to easily oversee and to understand their finances.


Our clients expect successful results.