Our highly credentialed professionals possess expertise in a variety of legal and financial disciplines.
Cedar Street Advisors is a team of professionals dedicated to providing personalized service and customized financial solutions.
Under the leadership of Gregg George and Dave Keevins, this highly skilled team brings experience and deep knowledge to the most vital areas of wealth management, from estate planning and tax management to employment benefits and philanthropy. Visit the Solutions section to learn more.
Each of our Client Advisors builds close relationships with a limited number of clients, enabling them to provide exclusive attention and service. As your main point of contact, your Client Advisor becomes intimately familiar with your personal finances and manages your affairs with integrity and confidentiality.