In The News
A Letter From Aaron Cohen and Gerald B. Goldberg
After careful consideration, Financial Parters Capital Management has decided to merge with GYL Financial Synergies, LLC (“GYL”), a leading investment management and wealth advisory firm headquartered in West Hartford, CT. Since opening our doors in 1988, FPCM has strived to meet the changing needs of our valued clients, and the merger with GYL is the logical next step in our continued evolution as a firm.
Our teams have gotten to know each other over the past several months, and we are delighted that the GYL team shares our passion for establishing deep, long-term relationships and crafting personalized wealth management solutions with each client’s unique needs in mind. GYL’s senior principals have provided comprehensive financial planning and investment management advice since 1996, and in 2016 GYL joined Focus Financial Partners, LLC (“Focus”) as an independently managed firm. With more than $4.7 billion assets under management and more than $3.5 billion assets under advisement, GYL has a strong national reach, servicing clients in 38 states with locations in West Hartford, CT, Westport, CT, Parsippany, NJ—and, now, New York City. We believe this merger is a great fit that will help us better serve you in the years to come.
Although we will be operating under a new name moving forward, we will remain in the same office location in New York City, and your accounts and current fee structure will not change as a result of this partnership. To learn more about GYL Financial Synergies, we encourage you to watch the short video below or explore more of our website.
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Gerald B. Goldberg, JD, CIMA®
CEO & Co-Founder
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Aaron Cohen, Ph.D.
Managing Director & Co-Founder