Our Firm

New York, NY and Wakefield, MA Headquarters

Elevating Forward Thinkers to Reach Their Potential


People who come to us have a desire to do more and have a vision of their own. We are looking for smart, creative, driven individuals who are ready to dominate the next stage of their business.

 

Our Approach is Simple:

Find Great Leaders, and Help Them Fulfill Their Vision

 

Making a Difference for Top Financial Professionals from Across the Industry

Case Study

Evan Pollack's Story

Evan Pollack had no plans to leave his position at a Guardian agency, where he had excelled, ranking sixth among first-year advisors nationally and maintaining that ranking in his second year. 

Evan had been mentored by outstanding professionals and envisioned a long and successful career at Guardian.

However, a chance meeting with an advisor from a different firm introduced Evan to the ACE program, a groundbreaking approach to new business and underwriting. His experience using the ACE program to place a term life case with Penn Mutual left him astonished. What would have taken over three week at Guardian, he achieved in under 48 hours. This newfound efficiency, along with his analysis of the insurance products and firm culture, compelled Evan to explore a career transition.

EWS, led by Managing Partner Michael Kane, provided Evan a papering team and guidance every step of the way. In just one month, Evan realized he had made the right decision. Evan's journey underscores the importance of adaptability and seizing new opportunities when they arise, even when it means departing from a well-established path. It also highlights the power of personalized service and the invaluable role of in-person connections in the financial services industry.

Staff

Meet our Firm

Michael Kane

Jonathan Self

Simon Weinstock

Ben Silberstein

Chris Andrews

Drew Christensen

Zach Bloemen

Ben Hamblen

Linda Vescio

Vanessa Vigilante

James Cooney

Scott Francis

LOCATIONS

New York, Colorado, and Massachusetts

Firm Services

Firm Specialty

Culture

At the core of our team's identity and culture is a relentless dedication to going above and beyond. We understand that excellence is not a one-time effort but a continuous pursuit, and our commitment to delivering the best is unwavering.

 

Every interaction, every touchpoint, and every engagement is an opportunity to showcase our dedication to white glove service. It's not just about meeting expectations; it's about exceeding them, time and time again.

Why Partner With Us

  • Shared Vision
  • Recruiting Support
  • Your Private Label
  • Advanced Sales
  • Personalized Coaching
  • Dedicated Problem Solving Liaison