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Tailored financial services to fulfill your needs and fit your goals.

A dedicated team helping clients and their families protect and grow their wealth, with the confidence that comes from a clear, long-term plan.

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Who We Are

Helping protect and grow your wealth.

The team is committed to helping protect and grow the wealth of clients and their families, and to providing the freedom and peace of mind that comes from financial security, integrating the complexities of each client's world into a dynamic, solutions-driven strategy.

A team of highly dedicated investment professionals bringing a comprehensive, relationship-focused approach and tax-efficient strategies across wealth management, asset protection, retirement, business succession, insurance, estate planning, and education funding.

Estate planning services are provided working in conjunction with your estate planning attorney, tax attorney, or CPA.

WHAT WE OFFER

Products and Services.

Planning and wealth

  • Wealth management services
  • Estate conservation strategies
  • Income and asset protection (life, health, disability income, long term care insurance)
  • Retirement and distribution planning (IRAs, rollovers, pensions, annuities)
  • Comprehensive financial planning
  • Alternative investments

Brokerage products and services

  • General securities (mutual funds, stocks, bonds, ETFs, REITs)
  • Education funding strategies
  • Business needs (buy-sell agreement funding, key person insurance)
  • Business retirement (401(k), defined contribution and defined benefit plans)
  • Deferred compensation plans
  • Group benefits (group life, health, long term care, dental)

YOUR ADVISORS

Our Team

Leadership at Fortis Lux means taking responsibility for outcomes, not just oversight. Our senior team works alongside your dedicated financial professional, bringing institutional depth alongside the personal connection that defines our boutique experience.

Eric Goldsmith

Senior Vice President | Financial Planner

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Jaime Kobin

CFP®

Financial Advisor

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Charles Dweck

AIF®

Director of Retirement Services

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Jeremiah Abramson

Financial Services Representative

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John San Filippo

Financial Services Professional

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Support team

Mena Ricciardi
Executive Assistant

Linda Wong
Agency Supervisor Officer

Alyson Cohen
Associate Marketing Manager

Let's start a conversation.

Main Office

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

Woodbury Office

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

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(212) 578-2684

Terms and Conditions

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John San Filippo

John San Filippo

Financial Services Professional

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

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 | Financial Planner

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.