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

Omor Elahi - TD Wealth Financial Advisor is a reputable financial institution located at 150-50 Hillside Avenue in New York, United States. Specializing in wealth management and financial planning services, they offer personalized solutions to help clients achieve their financial goals. With a team of experienced advisors, Omor Elahi - TD Wealth Financial Advisor provides expert guidance and innovative strategies to optimize investments and secure a prosperous future. Trustworthy and dedicated, they are committed to delivering exceptional service and building long-lasting relationships with their valued clients.

Precision Wealth Solutions is a leading financial institution located at 188 Summerfield Street in Scarsdale, New York. Our team of experienced professionals is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or protect your assets, we offer comprehensive services tailored to your individual needs. With a commitment to excellence and a focus on building long-term relationships, Precision Wealth Solutions is your trusted partner in financial success.

Shlomo Bassalian, Financial Professional at New York Life, located in Great Neck, New York, offers holistic financial planning for affluent families and successful businesses. Their goal is to provide a straightforward and comprehensive perspective on your financial future, helping you identify uncertainties and concerns in a broader context to find the right solutions. Whether you need assistance with executive benefit plans, retirement planning, or organizing your entire financial picture, they are here to help. Salim Shlomo Bassalian is licensed to sell insurance through New York Life and offers securities products and services through NYLIFE Securities LLC. With a focus on bringing clarity and balance to your financial world, they aim to help you achieve your financial goals and live the life you've always wanted without the burden of financial worry.

Peck Wealth Management, LLC is a reputable financial institution located at 138 Larchmont Avenue in Larchmont, New York, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. With a focus on comprehensive financial planning and investment management, we strive to build long-lasting relationships based on trust and transparency. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Peck Wealth Management, LLC is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and start your journey towards financial success.

MM Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 709 Westchester Avenue, White Plains, New York, United States. With a reputation for excellence and expertise in wealth management, this institution offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, the dedicated team at MM Wealth Management - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your individual needs. Trust in their experience and knowledge to help you secure your financial future.

TD Wealth is a leading financial institution located at 1133 Westchester Avenue in White Plains, New York. As a part of the TD Bank Group, TD Wealth offers a wide range of financial services including investment management, wealth planning, and private banking. With a team of experienced financial advisors, TD Wealth is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, TD Wealth has the expertise and resources to guide you every step of the way. Visit TD Wealth in White Plains today to learn more about how they can help you achieve financial success.

Alain Martin - TD Wealth Financial Advisor is a reputable financial institution located at 999 Old Country Road in Westbury, New York. As a trusted advisor, Alain Martin offers a wide range of financial services to help clients achieve their wealth management goals. With a focus on personalized solutions and expert advice, clients can trust in Alain Martin's expertise to navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or secure your financial future, Alain Martin - TD Wealth Financial Advisor is dedicated to providing top-notch service and guidance.

Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 333 Jericho Turnpike in Jericho, New York, offers a wide range of financial services. Vincent De Vita holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and continuing education, Vincent De Vita is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with portfolio management, insurance products, or estate planning, Vincent De Vita is a trusted advisor with the knowledge and experience to help you achieve your financial goals. Contact Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC today for expert financial guidance tailored to your specific needs.

Brian White - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 200 Broadhollow Road in Melville, New York, offers a wide range of financial services to meet the needs of individuals and businesses. Brian White holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. Additionally, Brian White is trained as a Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst, among other designations. With a commitment to excellence and a focus on providing tailored financial solutions, Brian White is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Brian White can provide the expertise and guidance you need. Contact Brian White - Private Wealth Advisor, Ameriprise Financial Services, LLC, today to learn more about how he can help you secure your financial future.

Merrill Lynch Private Wealth Advisor Sheena Marr is a finance institution located at 300 Broadhollow Road, Melville, New York, United States. The institution offers industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The Palermo Frangas Group at Merrill Private Wealth Management is dedicated to providing personalized service to a limited number of clients and families with integrity and excellence. The private wealth advisors are rigorously trained to meet specialized needs and build relationships based on trust. The institution has received recognition from financial industry publications such as Forbes for their exemplary client service. The team, led by Luca Palermo and Nick Frangas, offers strategies designed to help clients achieve their goals through a goals-based wealth management approach. They work with individuals, families, business owners, and executives, providing services and resources typically reserved for the world's largest institutions.

Ivy Peterson is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 800 Veterans Memorial Highway, Hauppauge, New York, United States. Ivy holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Ivy is well-equipped to provide comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethics and expertise in asset management, investment strategies, estate planning, insurance products, and retirement planning, Ivy is dedicated to helping clients achieve their financial goals.

Eric W Szczurowski - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to their clients. These certifications include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics, ensuring that advisors are well-versed in areas such as asset management, retirement planning, estate planning, investment strategies, and more. With a focus on providing comprehensive and personalized financial advice, Eric W Szczurowski - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to helping individuals and families achieve their financial goals.

Castle Wealth Strategies, LLC is a finance institution located at 200 Motor Parkway in Hauppauge, New York, United States. We specialize in providing comprehensive wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers personalized investment strategies, retirement planning, estate planning, and tax optimization solutions. At Castle Wealth Strategies, LLC, we are dedicated to helping our clients build and protect their wealth for the long term. Contact us today to schedule a consultation and start planning for a secure financial future.

Jonathan Kuttin is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway in Hauppauge, New York. Specializing in finance, Jonathan Kuttin holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, among others. These certifications demonstrate Jonathan Kuttin's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Jonathan Kuttin is committed to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients.

John Gleeson - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. John Gleeson holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, and Chartered Life Underwriter Designation®. John Gleeson specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and advanced knowledge in asset management, investment strategies, estate planning, and retirement planning, John Gleeson is dedicated to helping clients achieve their financial goals. Contact John Gleeson - Private Wealth Advisor, Ameriprise Financial Services, LLC for expert financial advice and personalized wealth management services.

Jeff Biscardi - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 2150 Joshuas Path, Hauppauge, New York, offers a wide range of financial services. Jeff Biscardi holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in wealth management, estate planning, investment fiduciary practices, and portfolio management. With a focus on providing personalized financial advice, Jeff Biscardi is dedicated to helping individuals and small business owners achieve their financial goals. Additionally, Jeff Biscardi is a Certified Divorce Financial Analyst and a Certified Exit Planning Advisor, showing his commitment to assisting clients through life transitions. Whether you are looking for retirement planning, investment advice, or estate planning services, Jeff Biscardi can help guide you through the financial planning process with professionalism and expertise.

Enrique Jaen - RBC Wealth Management Financial Advisor is a reputable finance institution located at 1211 6th Avenue in New York, New York, United States. With a focus on providing personalized financial planning and investment services, Enrique Jaen and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Enrique Jaen - RBC Wealth Management Financial Advisor offers expert guidance and tailored solutions to meet your individual needs. With a commitment to integrity, professionalism, and client satisfaction, this institution is a trusted partner in helping you secure your financial future.

Michael Giordano is a dedicated TD Wealth Relationship Manager located at 8206 5th Avenue in New York, United States. As a finance professional, Michael specializes in providing personalized wealth management solutions to individuals and families. With a strong focus on building long-term relationships and understanding each client's unique financial goals, Michael works diligently to create customized strategies that help clients achieve their financial objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Michael Giordano is committed to providing expert guidance and exceptional service to help you navigate the complexities of the financial world. Contact Michael Giordano today to schedule a consultation and take the first step towards securing your financial future.

Elite Wealth Managers is a prestigious finance institution located at 1274 83rd Street in New York, United States. Our team of experienced financial experts is dedicated to providing top-notch wealth management services to our clients. We offer personalized investment strategies, financial planning, and risk management solutions to help our clients achieve their financial goals. At Elite Wealth Managers, we prioritize building long-term relationships with our clients based on trust, integrity, and excellence in service. Contact us today to see how we can help you secure your financial future.

CLU Wealth Advisors is a premier finance and insurance agency located at 310 West 86th Street in New York City. With a team of experienced advisors, we offer personalized wealth management solutions to help our clients achieve their financial goals. Whether you are looking to invest for the future, protect your assets, or plan for retirement, our experts are here to provide expert guidance and support. Trust CLU Wealth Advisors to help you secure your financial future.

Michael Giordano is a dedicated TD Wealth Relationship Manager located at 1104 Avenue J in New York, United States. As a finance institution, Michael Giordano provides personalized financial advice and services to help clients achieve their financial goals. With a strong background in wealth management and a commitment to building long-lasting relationships, Michael Giordano is dedicated to providing top-notch financial solutions tailored to each client's unique needs. Contact Michael Giordano today to start planning for a secure financial future.

Ashley Elezi is a dedicated TD Wealth Relationship Manager located at 1715 Bedford Avenue in New York, United States. As a finance professional, Ashley specializes in providing personalized wealth management services to clients, helping them achieve their financial goals and secure their financial future. With a strong background in finance and a commitment to exceptional customer service, Ashley Elezi is a trusted advisor for individuals looking to grow and protect their wealth. Contact Ashley Elezi today to start planning for a secure financial future.

Rossana Ionescu is a dedicated TD Wealth Relationship Manager located at 2831 Broadway in New York, New York, United States. As a finance institution, Rossana specializes in providing personalized wealth management services to help clients achieve their financial goals. With a strong background in finance and a commitment to customer satisfaction, Rossana Ionescu is a trusted advisor who works closely with clients to develop customized investment strategies tailored to their individual needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Rossana Ionescu is here to help you navigate the complex world of finance with confidence and peace of mind.

Omor Elahi - TD Wealth Financial Advisor is a reputable finance institution located at 97-17 Rockaway Boulevard in New York, United States. As a trusted financial advisor under TD Wealth, Omor Elahi provides expert guidance and personalized financial solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Omor Elahi offers a wide range of financial services including investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Omor Elahi - TD Wealth Financial Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Donna Dougan - TD Wealth Relationship Manager is a finance institution located at 70-05 Northern Boulevard in New York, United States. As a trusted advisor, Donna Dougan specializes in providing personalized wealth management services to clients. With a focus on building long-term relationships, Donna works closely with individuals and families to help them achieve their financial goals. Whether it's retirement planning, investment strategies, or estate planning, clients can rely on Donna Dougan for expert advice and guidance. Experience the difference of working with a dedicated TD Wealth Relationship Manager at Donna Dougan's office in New York.

Jason Leberfeld - TD Wealth Relationship Manager is a finance institution located at 97-17 Rockaway Boulevard in New York, United States. As a seasoned relationship manager, Jason Leberfeld provides expert financial advice and personalized wealth management services to clients. With a strong focus on building long-lasting relationships, Jason helps individuals and businesses achieve their financial goals through strategic planning and investment solutions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jason Leberfeld is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Perrotto Private Wealth is a prestigious finance institution located at 156-25 95th Street in New York, United States. With a focus on providing personalized wealth management services, Perrotto Private Wealth is dedicated to helping individuals and families achieve their financial goals. Their team of experienced professionals offers a wide range of financial services, including investment management, retirement planning, estate planning, and tax strategies. Clients can trust Perrotto Private Wealth to provide expert guidance and support in navigating the complexities of the financial world, ensuring a secure and prosperous future.

Weston Wealth Advisors is a leading finance institution located at 500 Grand Street in New York, New York, United States. Our team of experienced advisors provides personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Weston Wealth Advisors is here to provide expert guidance and support. Contact us today to schedule a consultation and take control of your financial future.

Alain Martin - TD Wealth Financial Advisor is a reputable finance institution located at 275 West Merrick Road in Valley Stream, New York, United States. As a trusted financial advisor, Alain Martin provides expert guidance and personalized wealth management services to help clients achieve their financial goals. With a strong focus on customer satisfaction and financial success, Alain Martin is dedicated to providing top-notch financial advice and solutions to individuals, families, and businesses. Contact Alain Martin - TD Wealth Financial Advisor today to start planning for a secure financial future.

Marie Cathy Jacquet, Financial Professional at New York Life, is a trusted and experienced expert in the finance and insurance industry. Located at 97-77 Queens Boulevard in New York, United States, Marie Cathy Jacquet offers personalized financial planning and insurance solutions to help individuals and families achieve their financial goals and protect their assets. With a commitment to providing top-notch service and tailored advice, Marie Cathy Jacquet is dedicated to helping clients secure their financial future. Contact her today to schedule a consultation and start planning for a secure tomorrow.