Seasons of Advice Wealth Management

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Steven Troccoli is a ChFC® with 27 years of experience in financial advising. He is currently with Seasons of Advice Wealth Management and previously worked at Ameriprise Financial Services, Inc. for 20 years. Outside of his advisory work, he is involved as a shareholder in a family real estate holding corporation. Seasons of Advice Wealth Management serves individuals, high net worth clients, trusts, small business owners, professionals, and families with investment advisory and financial planning services. The firm uses a life-cycle framework called the “Seasons of Advice” process to sequence planning tasks throughout the year and offers discretionary portfolio management, held-away account management, and a fixed-income program through a sub-advisor.

Charles Hamowy is a CFP® with 33 years of experience in financial advisory. He is currently with Seasons of Advice Wealth Management, where he has worked since 2017, following a 27-year tenure at Ameriprise Financial Services. Outside of his advisory work, Hamowy owns and operates a dance instruction business, NY Dance Studios, Inc., and is co-authoring a book titled "Financial Secure Forever." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm employs a life-cycle framework called the “Seasons of Advice” process to tailor investment recommendations and uses a broad network of affiliated solutions and sub-advisors to manage portfolios.

Muhammad Tahir is a financial advisor at Seasons of Advice Wealth Management with 16 years of industry experience. He holds the Series 66 designation and has worked with SOA Wealth Advisors, LLC since 2020 and Seasons of Advice Wealth Management since 2017, following an 11-year tenure at Ameriprise Financial Services, Inc. Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm’s investment approach centers on a life-cycle framework called the “Seasons of Advice” process, which sequences planning activities throughout the year and tailors recommendations to each client’s goals and holdings.

Preston Forman is a CFP® professional with 23 years of experience in financial advisory services. He is currently with Seasons of Advice Wealth Management and previously worked at Ameriprise Financial Services. Outside of his advisory role, he serves as president of a cooperative residential building board in Forest Hills, New York. Seasons of Advice Wealth Management provides comprehensive investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm employs a life-cycle based investment process and offers discretionary portfolio management, modular financial planning, and fixed-income strategies through a network of sub-advisors.

Christopher Conigliaro is a CFP® professional with 29 years of experience in financial advisory. He has worked at Ameriprise Financial Services, Inc. for 22 years before joining Seasons of Advice Wealth Management, where he has been since 2017. He currently serves as an advisor at SOA Wealth Advisors, LLC. Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a life-cycle framework called the “Seasons of Advice” process to tailor investment recommendations and offers discretionary portfolio management, modular financial planning, held-away account management, and a fixed-income program utilizing experienced sub-advisors.

Akil Lamy is a financial advisor at Seasons of Advice Wealth Management with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including Bshapiro Financial and Commonwealth Financial Network. Lamy has served at Seasons of Advice Wealth Management since 2021. Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm employs a life-cycle framework called the “Seasons of Advice” process to tailor investment recommendations and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income solutions through a network of sub-advisors.

Joyce Zhang is a financial advisor at Seasons of Advice Wealth Management with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities and JPMorgan Chase Bank. Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle framework called the “Seasons of Advice” process, tailoring investment recommendations to client goals and outside holdings while utilizing a broad outsourcing and referral network.

Mark Dorfman is a financial advisor at Seasons of Advice Wealth Management with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Inc. He is president of MD Production, a business involved in oil and gas exploration, and serves as a trustee on the board of ART21, a nonprofit organization producing the Peabody Award-winning series Art in the 21st Century. Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm’s investment approach centers on a life-cycle framework called the “Seasons of Advice” process, tailoring recommendations to client goals and outside holdings while utilizing affiliated and third-party resources for specialized investment management.

Michael Strassmann is a CFP® professional with five years of industry experience, currently serving at Seasons of Advice Wealth Management since 2023. His prior roles include positions at First Republic Investment Management, Inc and Lenox Advisors Inc. Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm employs a life-cycle framework called the “Seasons of Advice” process to tailor investment recommendations and offers discretionary portfolio management, financial planning, and specialized fixed-income solutions through an extensive referral network.