From our offices in Westchester County, New York, we work with successful people across the country who are looking to simplify the complex decisions they face in managing their wealth.

Integrated Planning

We offer customized integrated planning solutions that are designed to help you pursue – not just your financial objectives – but your goals for your life. We help you protect and grow your wealth so you can spend more time on what matters most to you– right now and in the future.

30 Years Of
Wealth Management

Founded by Lisa M. Rossi, CFP®, a financial advisor with more than 30 years of wealth management experience, Symmetry is an advisory boutique that emphasizes individual attention and delivers institutional quality solutions.

we listen carefully

We have designed our modern professional practice to focus on each client as an individual person. We listen carefully to you, helping to humanize the often-challenging experience of dealing with financial decisions. We are committed to addressing and solving every aspect of your wealth.

We Focus On
The Next Generation

With a focus on the next generation, we help you prepare your legacy to ensure the transfer of your wealth has purpose and impact for your family.

We Serve As A "Complete Family Office"

We look to deliver “planning alpha” and serve you as a ”complete family office,” engaged in every financial decision that you need to make. Through our commitment as your fiduciary, we elevate your best interests above everything else.

We prepare our clients to face the future with anticipation not apprehension. Their goals are within reach.


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