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Membbeer rSSpoptoligtlhigt ht Altium Wealth Management
Any entrepreneur can say that his services are unique and distinct compared to others, but for Mitchell Brill, Anthony DeStefano, James Dowl-
ing Jr., and James Giangrande of Altium Wealth Management in Purchase, unique financial services is part of their DNA.
Aside from providing high-tech processes to assist clients with
their specific financial
challenges, needs
and motivations, Al-
tium provides services
to multi-million dollar
Serendipity Labs
Offiffice spaces at Serendipity Labs feature a “huddle” area for meetings.
house has all but
companies, and small business owners.
S
Mitch Brill. Access
erendipity Labs, which recently
to information and
opened a new offiffice facility in
In addition, in collaboration with
“To us, it’s not about
markets is now
havinRgyae,girsetartasntosfroy,rming the way it’s about the ability to
partner Steelcase Inc., the company
people work with high performance
ubiquitous and as has opened the WorkSprainregsuMlte, ientionrgder to
execute for our
and Collaboration Center in Chicago,
workspaces geared to today’s ever
remain competitive,
clients,” said Anthony
a financial profes-
changing workplace.
with a second location in the Windy
DeStefano, one of the four Managing Direc-
sional really needs
The company, founded by Rye
to up their game.” Brill added.
tors of Altium. “The
2013.
Prior to founding Serendipity Labs
resident and commercial real estate
reason we started the
vfiertmertahnreJeoyhenarAs raegnoas, converted the
In addition to help- last year, Arenas spent 20ingyethaersiricnlients,
was because we felt
former Biltmore Jeep dealership
Altium participates
there was a
the offiffice suites industry working for
at 80 Theodore Fremd Avenue
noticeable void in
in industry outreach
into a 7,000-square-foot premium
such fifirms as Stratis Business Centers,
the financial services
programs through-
members-only offiffice workplace
Regus, and Worktopia Inc..
industry. Our goal faisctiolitiym. prove upon
out the country, coaching and
the traditional client
mentoring other are geared to fulfifillingfitnhaencniaelepdros foefssionals
Unlike other workspace models
experience.”
The Managing Directors of Altium Wealth Management, from left, Mitchell S. Brill,
helping to create a common language for which is our firm’s tagline,” said DeStefano.
the client.
politan area. The remaining are spread with access to information and to markets
throughout the country.
“In the financial consulting process, there
The Rye Serendipity Labs facility offffers members
and guests private enclave spaces, shared
workspaces, meeting rooms, collaboration studios, and workbars. A Lab-café and a lounge area are also part of the new facility.
Arenas, who serves as the company’s CEO, has plans to open Serendipity Labs facilities in major markets across the country. In fact, the company
will be opening a Serendipity Labs location in midtown Manhattan near Grand Central Station soon. The company has stated that it
is currently in discussions with
franchise candidates in seven states,
that were otherwise very costly and difficult to obtain. With the disintermediation in our industry provided by the media, discount
brokers and most
including potential locations in
that are geared to signing leasJeasmes L. Giangrande, Anthony J. DeStefano and James J. Dowling, Jr.
In October 2010, the
Boston and Washington.
and Certified Public
with tenants, Serendipity Labs is a
many corporations offffer workers
four Managing Partners
According to DeSte-
members-only facility. “Memberships
Arenas said that the company
flflexible schedules and the ability to
Growing its Portfolio of High
Seventy-five percent of its clientele are vestment professional or broker brought to based in Westchester and the NY metro- the marketplace was to provide the client
“For many years the primary value an in-
Performance Workspaces
which is managed by Tracey DiBrino,
has been well received. Iotsf tghreabnrdokerage
opening drew more than 150 attendees. vanished,” said
City to begin operations in early
Arenas said the company’s services
today’s workforce. He noted that
of all, the internet,
Arenas said that the Rye location,
the traditional
value proposition
Accountants (CPAs).
– all natives of Westchester and Rockland vCaoryunbtiaeseadndonsutchcesisnftuelninsitthyeiorfouwsner.ight
are a series of steps to be taken, conver- is lsoaotiokninsgtotobeophelnd,2a0ndfrasonlcuhtioisnes to be
fano, the idea is to help other financial
professionals re-think how they deliver their –decidedtoformabusinessthatwouldof- created,”DeStefanoadded.“Sometimes saidsetrhvaicteSs.erendipityLabsoffffers
You may have a (non-resident)
locations in the greater New York
fer clients a unique and value based expe-
the client doesn’t realize that the sound
these workers “a high performance
membership that provides you
region in the next fifive years. “We
rience in the world of wealth management.
advice they receive from several different “We speak, we teach, we share,” he said,
with fifive days a month access or a
have some franchise candidates for
premium club that allows them to
Today, with offices in Purchase, NY and
professionals may actually conflict with one noting that the firm will be having a work-
(resident) membership at the other
some of those locations already. We
have a great and inspirational place
Paramus, NJ, Altium provides its clients ewxitrheemdeuctahtaiotnptrovlsid, geusiydoanucwe,irtehsources
another. That’s where we come in, acting as shop series in October and November for
and strategies to formulate a plan for
vide a process we call The Comprehensive a copmromtecuttinegaonudrsweloverksianngdothuet oinfdhuostreylby
24-hour access with a dedicated
Westchester County over the next 18
sharing our progressive ideas and ap-
their wealth management. They do this all
TM
Wealth Solution that helps coordinate all
lobbies and coffffee shops.”
workspace or offiffice that is only used
months,” he said.
proach. We are paying it forward and really believe if we can be industry transformers, we’re all better off.”
while creating synergy among the client’s
aspects of their financial world. “We help integrate all their moving parts – using their wealth, our wisdom and one purpose,
by you,” Arenas explained.
other advisors, including their accountants, attorneys, and insurance professionals,
to work away from home, that avoids wiall pbersopnealnCinFgOfoarirwlyeraeltghualdavrolycainte, to pro- CPA’s and other select advisors. “We’re
work wherever they choose. Arenas
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