The 30 Best Family office wealth managers in New York City, New York

Modera Wealth Management is a team of experienced financial advisors and planners located in Rye Brook, New York. Situated at 800 Westchester Avenue, our institution offers personalized financial solutions to help individuals and families achieve their monetary goals. With a focus on comprehensive wealth management, retirement planning, investment strategies, and estate planning, our dedicated team is committed to providing expert guidance and support to our clients. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Modera Wealth Management is here to help you navigate the complexities of finance with confidence and peace of mind.

Altium Wealth Management, LLC is a finance institution located at 2500 Westchester Avenue in Harrison, New York, United States. At Altium, we believe in a higher sense of purpose when it comes to wealth management. Our goal is to empower our clients to create the life they envision for themselves, their families, and their communities. We challenge old industry models to provide a new era in family wealth services, where our client's purpose drives everything we do. If you are ready for your wealth to serve your purpose and live a life without compromise, we are here to help. Contact us at our offices in Purchase, NY or Madison, CT to learn more about how we can assist you. Altium Wealth Management, LLC is a SEC registered investment adviser dedicated to providing top-notch service to our clients.

Stonebrook Wealth Management, located at 3010 Westchester Avenue in Harrison, New York, provides financial guidance, investment management, and retirement planning services to individuals, families, businesses, and organizations. As an independent wealth management firm utilizing LPL Financial as its custodian, Stonebrook offers personalized advice and guidance tailored to each client's specific needs. With offices in New York and South Florida, the team at Stonebrook is dedicated to helping clients build a strong retirement income stream and achieve financial independence. With access to a wide array of products and services, Stonebrook strives to simplify its clients' financial lives and provide them with confidence on their journey to financial security. Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor, with representatives available to assist residents in New York, New Jersey, Connecticut, Florida, Rhode Island, Illinois, North Carolina, and Hawaii.

The Law Offices of Jeffrey A. Asher, PC, located at 80 Business Park Drive in Armonk, New York, is dedicated to providing Protection, Security, and Peace of Mind™ to its clients. Without proper planning, critical health care and financial decisions may not be made, assets may not be distributed as intended, and Will provisions may not be followed. The firm specializes in Estate Planning, Elder Law, Probate, Trust Administration, Medicaid Planning, Long-Term Care Planning, and Special Needs Planning. The team at the Law Offices of Jeffrey A. Asher, PC, offers comprehensive legal services tailored to meet each client's specific needs. They believe in providing thorough and detailed legal advice to ensure their clients have the protection, security, and peace of mind they deserve in a practical, efficient, and cost-effective manner.

The New Rochelle Agencies is a reputable insurance agency located at 148 Larchmont Avenue in Larchmont, New York. With a strong commitment to providing top-notch insurance services to individuals and businesses, The New Rochelle Agencies offers a wide range of insurance products tailored to meet the unique needs of their clients. Their team of experienced agents are dedicated to helping customers find the right coverage at the best rates. Whether you are looking for auto, home, life, or business insurance, The New Rochelle Agencies is your trusted partner for all your insurance needs. Visit their office today and experience the exceptional service they are known for.

Pollard, Bryan & Carl Wealth Management of Janney Montgomery Scott LLC is a prestigious finance institution located in Albany, New York. With a focus on providing top-tier wealth management services, the team at Pollard, Bryan & Carl is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your family's future, their experienced professionals are here to guide you every step of the way. Visit their office at 7 Southwoods Boulevard to learn more about how they can help you secure your financial future.

Fix Family Enterprises Ltd is a reputable plumbing institution located at 347 State Farm Road in Valatie, New York, United States. With a strong focus on providing high-quality plumbing services, our team of experienced professionals is dedicated to meeting the needs of our clients with efficiency and expertise. Whether you require plumbing repairs, installations, or maintenance, you can trust Fix Family Enterprises Ltd to deliver reliable and effective solutions for all your plumbing needs. Contact us today to learn more about our services and how we can help you with your plumbing issues.

Simplify Asset Management is a finance institution located at 54 West 40th Street, New York, New York, United States. Institutional investors have been utilizing alternatives to enhance their portfolios for over five decades, and now Simplify is offering these powerful investment tools to everyone. Contact us at (646) 585-0476 or visit our office at 222 Broadway, Floor 22, New York, NY 10038 to see what funds are currently popular among our clients. Investors should carefully consider the risks and expenses associated with Exchange Traded Funds (ETFs) before investing. Our website provides important information on investment objectives, risks, charges, and expenses. We advise consulting with a financial professional before making investment decisions. Simplify ETFs are distributed by Foreside Financial Services, LLC, and we are not responsible for the content on external websites. Visit us today to explore our range of investment options and tools.

The Law Office of Peter D. Barlet is a reputable legal practice located at 6 High Street in Warwick, New York, United States. Specializing in various areas of law, including personal injury, family law, real estate, and estate planning, our experienced team is dedicated to providing high-quality legal services to our clients. With a focus on personalized attention and tailored solutions, we strive to achieve the best possible outcomes for each case. Trust the Law Office of Peter D. Barlet to handle your legal matters with professionalism, integrity, and expertise.

The Law Office of Patricia Gunning is a well-respected legal practice located at 14 South Main Street in New City, New York. Specializing in various areas of law, including family law, estate planning, and real estate transactions, Attorney Patricia Gunning provides expert legal advice and representation to clients throughout the United States. With a strong commitment to advocating for her clients' rights and interests, Attorney Gunning offers personalized and professional legal services to help navigate complex legal matters. Contact The Law Office of Patricia Gunning today for knowledgeable and dedicated legal representation.

The Law Office of Dennis R. Vetrano, Jr., LLC is a reputable law firm located at 492 Main Street in Beacon, New York. Specializing in various legal areas, including family law, estate planning, and real estate law, the firm is led by experienced attorney Dennis R. Vetrano, Jr. With a strong commitment to providing personalized and effective legal representation, clients can trust in the expertise and dedication of the team at this esteemed law office. Whether you are facing a complex legal issue or need guidance on a legal matter, the Law Office of Dennis R. Vetrano, Jr., LLC is here to help.

The Trust and Estate Planning Law Office, located at 310 East 2nd Street in New York, specializes in providing legal services related to trusts and estate planning. Our team of experienced lawyers is dedicated to helping individuals and families navigate the complexities of estate law, ensuring that their assets are protected and their wishes are carried out. Whether you need assistance with drafting a will, establishing a trust, or navigating the probate process, our knowledgeable attorneys are here to provide personalized guidance and support. Trust the Trust and Estate Planning Law Office to help you secure your legacy and protect your loved ones for generations to come.

The Law Office of Gregory Messer is a prestigious legal institution located at 26 Court Street in New York, United States. Specializing in various areas of law, including bankruptcy, estate planning, and real estate, Gregory Messer and his team of experienced attorneys provide expert legal representation and guidance to clients in need. With a reputation for professionalism, integrity, and dedication to achieving the best possible outcomes for their clients, The Law Office of Gregory Messer is a trusted choice for all legal matters.

The Law Offices of Gus Michael Farinella PC is a reputable finance and legal institution located at 215 East 96th Street in New York, New York. Specializing in a wide range of legal services, including finance law, the team at this institution is dedicated to providing expert guidance and representation to their clients. With a focus on professionalism, integrity, and personalized attention, the Law Offices of Gus Michael Farinella PC is committed to delivering top-notch legal solutions to individuals and businesses in need.

The Law Office of Edit Stelczner is a prestigious legal institution located at 745 5th Avenue in the heart of New York City. Specializing in a wide range of legal services, Edit Stelczner and her team of experienced lawyers are dedicated to providing expert advice and representation to their clients. With a focus on professionalism, integrity, and personalized attention, The Law Office of Edit Stelczner is committed to delivering top-notch legal solutions tailored to meet the unique needs of each individual client. Whether you are in need of legal counsel for a personal injury case, family law matter, or business dispute, you can trust Edit Stelczner and her team to provide you with the highest level of legal representation.

Surajudeen Agbaje Law Office is a reputable legal institution located at 3550 White Plains Road in New York, United States. Specializing in various aspects of law, the office provides expert legal representation and advice to clients in need. With a team of skilled lawyers who are dedicated to serving their clients' best interests, Surajudeen Agbaje Law Office is committed to providing top-notch legal services and achieving the best possible outcomes for their clients. Whether you are facing a criminal charge, dealing with a family law matter, or seeking assistance with a business dispute, you can trust Surajudeen Agbaje Law Office to handle your case with professionalism and expertise.

New York Legacy Lawyers by Yana Feldman & Associates PLLC is a leading estate planning attorney located in New York, United States. Our team of experienced lawyers specializes in helping clients create comprehensive estate plans to protect their assets and ensure their wishes are carried out after they pass away. From wills and trusts to probate and estate administration, we provide personalized legal services to meet the unique needs of each client. Contact us at our office on 132 32nd Street to schedule a consultation and start planning for your legacy today.

The Legal Office of Tapia & Tapia, PC is a reputable finance and law firm located at 41-04 56th Street in New York, United States. Specializing in a wide range of legal services, including financial law, the skilled attorneys at Tapia & Tapia, PC are dedicated to providing exceptional legal representation and personalized solutions to their clients. With a commitment to excellence and a track record of success, this esteemed institution is known for their professionalism, expertise, and unwavering dedication to achieving the best possible outcomes for their clients. Whether you are in need of legal assistance for financial matters or any other legal issue, the Legal Office of Tapia & Tapia, PC is here to help.

Rochelle Inger Law Office PLLC is a reputable legal institution located at 4 Municipal Plaza in Spring Valley, New York. Specializing in various areas of law, including family law, real estate law, and estate planning, our team of experienced attorneys is dedicated to providing personalized and professional legal services to our clients. With a commitment to excellence and a track record of success, Rochelle Inger Law Office PLLC is here to help you navigate the complexities of the legal system and achieve the best possible outcome for your case. Contact us today to schedule a consultation.

The Law office of Nona Tilley, ESQ is a reputable legal institution located at 7201 13th Avenue in New York, United States. Specializing in various areas of law, including but not limited to family law, estate planning, and real estate law, Nona Tilley and her team provide expert legal counsel and representation to clients in need. With a commitment to professionalism, integrity, and personalized service, the Law office of Nona Tilley, ESQ is dedicated to achieving the best possible outcomes for their clients. Whether you are facing a legal issue or simply need legal advice, you can trust Nona Tilley and her team to guide you through the legal process with skill and compassion.

The Fordham Institute for Family and Private Enterprise (FIFPE) is a prestigious university located at 113 West 60th Street in New York, New York, United States. FIFPE is dedicated to advancing research, education, and advocacy in the fields of family and private enterprise. With a focus on promoting sustainable business practices, fostering innovation, and supporting the growth of family-owned businesses, FIFPE offers a unique and comprehensive approach to preparing future leaders in the business world. Students at FIFPE have the opportunity to engage in hands-on learning experiences, collaborate with industry experts, and gain valuable insights into the challenges and opportunities facing family and private enterprises today. Join us at FIFPE and become a part of a community dedicated to shaping the future of business.

The Money Management Institute is a prestigious institution located at 1410 Broadway in New York, New York, United States. As a leading authority in financial services, the institute offers comprehensive programs and resources for individuals and organizations seeking to enhance their knowledge and skills in money management. With a dedicated team of experts and a commitment to excellence, the Money Management Institute provides a valuable platform for professionals to stay current on industry trends and best practices. Whether you are a seasoned financial advisor or a newcomer to the field, the institute's programs are designed to help you succeed in today's competitive market. Visit the Money Management Institute today and take your financial career to the next level.

Salisbury Bank Wealth Advisory is a premier financial institution located at 801 Auto Park Place in Newburgh, New York. As a trusted wealth advisory firm, we provide personalized financial planning and investment management services to help clients achieve their financial goals. Our team of experienced professionals offers expert advice and guidance to help clients navigate the complexities of wealth management. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Salisbury Bank Wealth Advisory is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

Myles Wealth Management LLC is a premier financial institution located at 59 North Main Street in Florida, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust Myles Wealth Management LLC to help you secure your financial future.

Select Wealth Partners is a finance institution located at 2354 New York 17A in Goshen, New York. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer personalized investment strategies, retirement planning, wealth management, and financial advice tailored to each client's unique needs. At Select Wealth Partners, we are committed to providing exceptional service and building long-lasting relationships with our clients. Contact us today to learn more about how we can help you reach your financial goals.

CIG Private Wealth Management is a leading finance institution located at 110 Crystal Run Road in Middletown, New York. Our team of experienced professionals is dedicated to providing personalized wealth management services to help clients achieve their financial goals. With a focus on delivering exceptional customer service and tailored investment strategies, we strive to build long-lasting relationships with our clients. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, CIG Private Wealth Management is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and start planning for a secure financial future.

Compass Asset Management Group is a leading finance institution located at 100 Stony Brook Court in Newburgh, New York, United States. With a team of experienced financial professionals, Compass Asset Management Group offers a wide range of investment and wealth management services to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or protect your assets, Compass Asset Management Group can provide personalized solutions to meet your needs. Trust in Compass Asset Management Group to guide you towards a secure financial future.

Wealth Enhancement Group is a leading financial institution located at 1 Summit Court in Fishkill, New York, United States. With a focus on comprehensive financial planning and wealth management, our team of experienced advisors is dedicated to helping clients achieve their financial goals and build a secure future. Whether you are planning for retirement, investing for the future, or looking to maximize your wealth, Wealth Enhancement Group is committed to providing personalized solutions and expert guidance to help you succeed. Contact us today to learn more about how we can help you enhance your wealth and secure your financial future.

Cristiano Wealth Management & Plan Consulting Group - UBS Financial Services Inc. is a prestigious financial institution located in the heart of New York City, United States. With a team of experienced financial advisors, they offer a wide range of wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Cristiano Wealth Management is dedicated to providing personalized solutions tailored to each client's unique needs. Trust in their expertise and experience to guide you towards a secure financial future.

Crane Wealth Management Group is a leading finance institution located at 135 South Main Street in New City, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on investment planning, retirement planning, and risk management, we provide comprehensive financial solutions to individuals, families, and businesses. Trust Crane Wealth Management Group to guide you towards a secure financial future.