An interconnected world requires a
customized approach to wealth

Our Story

In 1981 our founder, David H Schwartz CFP®, saw the need to establish a wealth management firm grounded in the principles of independence, integrity and unparalleled client service.

Our goal was, and remains to treat every client’s financial affairs as if they were our own.

Learn more about our firm:

Our Philosophy

We Will

We Will Never



Before we begin to describe our services — just a few words about how we see you.
  • You are an original.
  • You are complex.
  • You want to build wealth.
At the same time, you understand the need to avoid excessive risk.

Independence. Transparency. Oversight.
© 2018 FCE Group

Long Island: 3 Dakota Drive, Suite 310, Lake Success, NY 11042 | Phone: (516) 487-8220 | Fax: 516-342-4321
Manhattan: 368 Lexington Avenue, 3rd Floor, New York, NY 10017 | Phone: (516) 487-8220
Florida: 4440 PGA Boulevard, Suite 600, Palm Beach Gardens, FL 33410 | Phone: (561) 472-0827