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Wealth.
Business.
Legacy.

A thoughtful, coordinated approach to managing the complexities of wealth, business and long-term planning.

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WHO WE ARE

See the whole picture.

We work with individuals, families and business owners to bring the many pieces of their financial lives together, from investments and protection to estate strategy. We work alongside your attorneys, CPAs and other trusted professionals so every recommendation reflects the full picture, not just one piece.

HOW WE WORK

A more connected approach.

See the whole picture

Understand how the different parts of your financial life work together.

Plan with purpose

A successful strategy starts from your objectives and circumstances, not a standard template.

Coordinate the details

Bring the right financial strategies and professional relationships together.

Stay ahead

We continue to evaluate and adjust as your priorities evolve.

WHAT WE DO

Client-Centric Solutions

A thoughtful range of strategies designed to address the financial, business, and personal priorities that matter most to you.

Wealth & investment

Investment management, financial planning, and retirement and liquidity strategies, including alternative investments for clients who need them.

Business & executive planning

Business succession, executive benefits, key-person planning, business liquidity, and retirement plans, including 401(k), defined benefit, and deferred compensation arrangements.

Protection & risk

Life, disability income, and long-term care strategies, alongside broader income and asset protection planning.

Legacy & wealth transfer

Estate coordination, wealth transfer, and charitable and multigenerational planning, done in partnership with your attorney or CPA.

Private client planning

One approach to the financial, business, and personal decisions that come with substantial means, including education funding and group benefits for your team.

FOR BUSINESS OWNERS

Your business may be your largest asset and one of your most complex.

We help business owners bridge the connection between their business and personal wealth, with strategies for growth, executive planning, key-person protection, succession, liquidity and transition, retirement plans, diversification and wealth transfer.

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OUR TEAM

Experience. Expertise. Alignment.

Our team brings together different areas of expertise to provide a thoughtful, coordinated and highly personal experience.

Eric Goldsmith

Senior Vice President

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Mena Ricciardi

Client and Practice Operations

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Charles Dweck

AIF®

Director of Retirement Services

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John San Filippo

Financial Services Professional

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Jaime Kobin

CFP®

Financial Advisor, Investment Advisor Representative

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Jeremiah Abramson

Financial Services Representative

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Alyson Cohen

Associate Marketing Manager

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Linda Wong

CPFA®

Agency Supervisory Officer

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Let's start a conversation.

Main Office

420 Lexington Ave, 25th Floor
Suite 2510
New York, NY 10172
‍
(212) 578-0300

Woodbury Office

88 Froehlich Farm Blvd, 3rd Floor
Woodbury, NY 11797

‍
(212) 578-2684

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Mena Ricciardi

Mena Ricciardi

Client and Practice Operations

John San Filippo

John San Filippo

Financial Services Professional

Linda Wong

Linda Wong

Agency Supervisory Officer

After graduating from Stony Brook University with a Bachelors Degree of Science in Business Management, Linda began her career as a New Business Analyst at MetLife. Today Linda is one of the Agency Supervisory Officers at Fortis Lux Financial. In 2011, she took an opportunity to transition to a Compliance role as Senior Firm Compliance Consultant, to help ensure our financial professionals comply with regulatory requirements and internal policies.

Before joining Fortis Lux Financial, Linda had ten full years of service with MetLife. Linda holds her FINRA Series 7, 24, as well as Life, Accident and Health insurance licenses.

In her leisure, Linda enjoys shopping and listening to music as well as spending quality time with her family.

Jeremiah Abramson

Jeremiah Abramson

Financial Services Representative

As a dedicated financial professional, I'm passionate about helping young professionals and their families secure their financial futures through personalized and strategic financial solutions. My approach is centered around the client’s needs, meaning I take the time to understand your individual goals and aspirations before crafting a tailored financial strategy.Whether you're navigating the complexities of personal finance, retirement income needs, or protection solutions. I'm here to provide the education and guidance you need to make informed decisions.

When you work with me, you can expect a strong emphasis on transparency, open communication, and ongoing support. I believe that successful financial freedom is a partnership, and we work together to create strategies that not only meet your current needs but also anticipate future challenges and opportunities. My commitment is to be with you every step of the way, guiding you to adapt to life's changes. You can rest assured that I will be there to guide you through every financial decision, providing the support you need to navigate your financial journey with confidence.

With the support of Fortis Lux, I collaborate with a network of experienced financial advisors and CPAs, allowing me to offer holistic financial strategies tailored to your unique goals. My focus on building strong relationships with CPA alliances ensures that together, we can deliver comprehensive financial guidance that aligns with your long-term vision. Let's work together to achieve financial security and success. By making informed decisions, we can pave the way for a bright financial future, inspiring confidence and peace of mind.

Jaime Kobin

Jaime Kobin

Financial Advisor, Investment Advisor Representative

Back in high school, a friend called Jaime the “planner’s planner,” and she has been guiding individuals and processes ever since. Today, she provides comprehensive financial planning, including wealth management solutions, risk management and estate planning advice to address clients’ present and future financial priorities. She also focuses on meeting the complex needs of small business owners as well as working with donors and organizations to leverage financial strategies for charitable giving.

Jaime started her career as a corporate events planner, helping to ensure that large-scale events in London, Sydney, Tokyo, Los Angeles and New York went off without a hitch. She interned at the Smithsonian before joining Nielsen, a leading information, data and measurement firm.

When the co-founder of a startup indoor children’s playspace called, she was ready for a new challenge. Over the next seven years, Jaime oversaw the launch of two new locations, managed charitable initiatives, directed daily business operations, sales and marketing, customer service and finances, and more than doubled the growth of the events and party department.

In 2015, Jaime decided it was time to focus on helping others in a more tangible way and decided to join New York Life as a financial services professional. Working primarily with young professionals and families, she achieved Council status over each of the next four years by providing insurance (life, disability and long-term care) and investment solutions, retirement planning and college funding.

To expand her holistic planning capabilities and partner with a dedicated team of professionals, Jaime moved to Fortis Lux Financial in 2019.

Jaime is a passionate volunteer and active community and board member. She is involved with multiple cancer-related charities, including Cookies for Kids’ Cancer.

Jaime holds a B.S. in Communication from Boston University, enjoys urban rebounding and is a connoisseur of ice cream.


Eric Goldsmith

Eric Goldsmith

Senior Vice President

Eric Goldsmith is a Financial Planner with Fortis Lux Financial. Fortis Lux Financial is a team of dedicated Financial Services Representatives who provides clients with a holistic approach and emphasis on financial planning to help them reach their short and long term financial goals.

Eric Goldsmith began his career in the financial services industry in 2005. He is a graduate of The University of Maryland with a Bachelor of Arts in American Literature.

Eric is committed to forming long-lasting relationships with clients and developing customized strategies to prepare for any or all of life's milestones. He demonstrates the skills and knowledge you would expect from your financial professional but takes pride in his efforts to deliver each message with a personal touch. Eric focuses on retirement income planning, investment planning, legacy and estate planning, protection planning, and college funding strategies for children and grandchildren. He strives to give each client comprehensive, individualized attention, honest recommendations, and superior service throughout their lifetime.

Currently, Eric is a member of MDRT and The Financial Planning Association (FPA), as well as a Board Member of both the Cystic Fibrosis Foundation, commissioner of the Environmental Commission of Jersey City and elected committee member in the 5th District of Jersey City.

Domiciled in NY.

Charles Dweck

Charles Dweck

Director of Retirement Services

Charles Dweck is recognized for his specialty focus on the needs of business owners. As the head of the firm’s Strategic Business Owner Planning Initiative, Charles advises business owners on creative strategies aimed to achieve personal and business financial goals. Other financial professionals within the firm also turn to Charles for his deep knowledge and creative thinking.

Charles was recently named the Director of Retirement Plan Services at Fortis Lux. While many companies have a 401(k), Charles realizes that a properly designed qualified plan can be the cornerstone of any retirement planning for a business owner. The design, selection and execution of the plans he recommends focus on 3 key elements: Dynamic experience for the participants with proper financial wellness planning, maximum benefit for the owner, and fiduciary coverage to ensure proper compliance.

Charles understands that business owners are pulled into many different directions and are juggling multiple priorities. As an Accredited Investment Fiduciary designee (AIF®), Charles is trained to manage/advise clients’ on their plan assets with a fundamental understanding of the principles of fiduciary duty, acting as a fiduciary, and carrying out fiduciary responsibility.

As planning strategies are constantly arising and changing, Charles spends a significant amount of time vetting ideas for his clients for their benefits as well as their legitimacy. He attends several conferences, isa member of several high level planning associations, meets with legal and tax attorneys, and is always keeping an ‘ear to the ground’ to know what is the latest concept being employed.

Charles is well suited to work with business owners. Having grown up in a family business, he gained insight into the ups and downs of entrepreneurship. Later, while he pursued his degree in Finance from Rutgers University, Charles worked a full time schedule. Charles considers working in that business the hardest but also the most invaluable education he ever received.

All of which are attributes that Charles possesses, along with high energy, a strong work ethic, and a positive attitude. Charles’ driven personality can best be captured by this quote, which hangs on his office wall: “Greatness is achieved not when a great result is reached, but long before that, when an individual makes the choice to do what is necessary to become great.”

Charles is strongly dedicated to giving back and invests significant time and energy as a Board member to a flagship charitable organization in his community.

Charles and his wife, Marlene, have four children and live in Brooklyn. Outside of work Charles expresses his creativity by playing guitar.

Alyson Cohen

Alyson Cohen

Associate Marketing Manager

Alyson graduated from the School of Communication and Media at Montclair State University with a B.A. in Public Relations. While she attended this University, she worked on various projects with different organizations. Her biggest accomplishments included organizing and guiding team members to produce a successful transmedia campaign for the metropolitan opera guild and developing a public relations campaign for the USGA.

These opportunities gave her the confidence to make the transition from school to the financial services industry. Her open-mindedness and creativity have allowed her to implement marketing initiatives for Fortis Lux Financial that will help them expand and grow. She also focuses on helping financial professionals advance their careers through social media.

Alyson resides on the Upper West Side and enjoys traveling in her spare time.