Fifth Set Private Wealth Management LLC

Fifth Set Private Wealth Management LLC is an independent investment advisory firm located at 600 Mamaroneck Avenue in Harrison, New York, United States. We specialize in serving successful mid-career professionals and their families, offering an evidence-based investment approach and a fiduciary standard of client care. Our clients lead busy lives, and we provide a thoughtful and deliberative client experience to help manage their finances strategically.

Humans are not naturally inclined to be successful investors, which is why we apply our Fifth Set Discipline™, a methodical and evidence-based investment approach, to counteract common biases that can lead to poor investment outcomes. With recent events such as the potential debt limit debacle and the passing of the SECURE 2.0 Act of 2022, now is a crucial time for investors to evaluate their reactions and strategies.

Led by Ian A. Post, CFA, CFP®, our team at Fifth Set Private Wealth Management LLC is dedicated to providing the answers and guidance our clients seek in navigating the complexities of the financial world. Contact us at 646-783-9717 to learn more about how we can help you achieve your financial goals.