Practice Snapshot
How I Help:
Financial Strategies
Who I Help:
Families
Business Owners
Individuals
About Me:
Joe Itzkowitz is a seasoned professional with a background in project management. Originally from Smithtown, NY, Joe now resides there with his fiancée, Monica, and enjoys golfing in his spare time.
In his previous roles, Joe has honed his skills in navigating complex projects, ensuring seamless execution, and delivering results that exceed expectations. With a focus on risk management, insurance planning, and business strategy, Joe caters to a diverse clientele, including families, individuals, business owners, and professionals. His expertise stems from navigating complex projects and understanding client needs in the competitive sports market.
He aims to empower his clients to navigate the challenges of today's landscape confidently.
A tailored approach
No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.
Unique perspectives
By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.
Authentic relationships
Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.
