Get Started

We start with a call or video chat, often followed by an in-office meeting for those who want to continue the discussion.

We offer early morning and evening appointments. Clients are encouraged to request the time they prefer, as we don't subscribe to the typical 9-5 schedule.

We also offer specialized sessions on dedicated Saturdays and Sundays for deeper work.
Fiduciary, Full Stop · Fee-Only · No Commissions · Located in Bronxville, NY
What Happens When You Reach Out
We keep this simple.
1
A brief intro call
Typically 20–30 minutes. No preparation required.
2
We find the fit
A few questions, a sense of how we work, and together we’ll figure out which engagement model fits.
3
An honest next step
If it feels right, we’ll propose one. If it doesn’t, we’ll tell you, and point you toward someone who might be a better match.
There is no pitch. There is no pressure. There is no obligation.
Schedule a Conversation
Prefer to reach out directly?
Visiting the Office
Chris Jennings is an Investment Advisory Representative (IAR) of XY Investment Solutions, doing business as Bronx River Advisory LLC, a SEC Registered Investment Advisory firm. All services are subject to a written client agreement. View disclosures here.
