Gambit Asset Management is an independent Registered Investment Advisor and Fee-Only Fiduciary. I hold designations as a Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA) and Residential Mortgage Loan Officer (NMLS #1685550). I leverage 33 years of Wall Street experience in the global financial markets, working with both institutional and high net worth families as a trader and investment manager with a specialization in equity, fixed income, and derivatives solutions. Gambit Asset Management creates a family office experience that works to help you with all aspects of your portfolio. - We create and manage a customized, disciplined financial portfolio you can feel confident about for the long-term.- We work closely with your CPA as needed to help remove the burden of your tax return. - We coordinate with your estate attorney to maintain an appropriate estate plan that protects your family assets. I also carry several designations that help me maximize my value as your wealth advisor. - As a CFP®, I am trained to work with you in all phases of a financial planning process, including tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. - My CDFA designation specializes in helping both the client and lawyer navigate and plan for the financial implications of a divorce. - Since your house and mortgage may likely be your biggest asset and liability, I wanted a specialty in assisting clients with this and am a licensed mortgage loan officer with CrossCountry Mortgage (NMLS #1685550).