Our purpose
Help you clarify and achieve your investment and financial goals
Reduce your stress and worry around finances and investments
Be a partner in your financial life
Our clients
High net worth individuals and families
Family foundations
Relationships begin at a minimum of $500,000 in investable assets
Our services
Investment selection, monitoring and rebalancing
Cash flow analysis and planning
Retirement planning and income generation
401(k) counseling
College funding strategies
Economic & Market Commentaries
Contact us
- Geoffrey W. Dann President
- 646-480-7678
- gdann@dannasset.com