The 30 Best Family wealth in Beacon, New York

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Infiniti Wealth Management is a finance institution located at 3 Starr Ridge Road in Brewster, New York, United States. Our main goal is to help our clients grow and preserve their wealth through personalized investment management and retirement planning services. We also specialize in assisting clients with special circumstances, such as navigating the aftermath of a divorce or the loss of a spouse. Unlike many financial advisors who are tied to specific investment firms, we are an independent, fee-only financial advisory firm. This means that we do not sell specific financial products or receive commissions, bonuses, or incentives. Our independence ensures that our clients receive unbiased advice without any conflicts of interest. We are solely dedicated to the success of our clients and only succeed when they do.

Beacon Financial Advisors, located at 800 Westchester Avenue in Rye Brook, New York, is a finance and legal institution specializing in providing independent investment advice. Led by a father-son team, the institution prides itself on integrity, expertise, and personalized service for clients. Unlike traditional financial institutions, Beacon Financial Advisors prioritizes the best interests of its clients over any potential conflicts of interest. With a focus on retirement planning, stock options, and corporate benefits, Beacon Financial Advisors helps executives navigate the complexities of their financial portfolios. Acting as a personal Chief Financial Officer, the institution offers tailored guidance to help clients preserve and grow their wealth.

Beacon Pointe Advisors, located at 80 Broad Street in New York, is a leading finance institution offering Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the New York area. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families to provide comprehensive financial planning and research-driven investments. With a focus on fiduciary responsibility and a holistic allWEALTH® approach, Beacon Pointe's team of investment advisors and financial planners address all aspects of clients' financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. Their services also include values-based investing, life transition support, and multi-generational family wealth planning.

Situated in the heart of New York City at the prestigious address of 345 Park Avenue, J.P. Morgan Global Wealth Management stands as a beacon of financial excellence and personalized client service. With a rich heritage dating back over a century, this renowned institution is dedicated to helping individuals and families achieve their financial goals through bespoke wealth management strategies.

Welcome to Beacon Pointe Advisors, your trusted partner in financial planning and investment advisory services, located at 2488 Montauk Highway, Bridgehampton, New York. As one of the nation's largest Registered Investment Advisor firms, we are dedicated to serving the New York area with a comprehensive range of services, including investment advisory, financial planning, wealth management, and retirement plan services. At Beacon Pointe Advisors, we pride ourselves on our fiduciary responsibility to our clients, ensuring that your financial well-being is at the forefront of everything we do. Our holistic allWEALTH® approach covers all aspects of financial planning, from wealth and retirement strategies to estate and tax planning, insurance reviews, and risk assessments. We also specialize in values-based investing, life transition support, and multi-generational wealth and legacy planning.

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.

James Brandemarte is a reputable finance institution located at 344 Main Street in Beacon, New York, United States. With a strong focus on providing top-notch financial services to its clients, James Brandemarte is known for its expertise in investment planning, wealth management, and financial advisory services. The institution prides itself on its personalized approach to helping clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment strategies, or general financial advice, James Brandemarte is dedicated to providing you with the guidance and support you need. Visit their office on Main Street to learn more about how they can help you with your financial needs.

Edward Jones - Financial Advisor: Thomas J Geoghegan, CFP® is a reputable finance institution located at 284 Main Street in Beacon, New York, United States. Thomas J Geoghegan, a Certified Financial Planner, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Thomas J Geoghegan and his team are dedicated to providing expert guidance and support every step of the way.

Merrill Lynch Financial Advisor Adam G Wood is a finance institution located at 50 New York 111, Smithtown, New York, United States. Adam is an estate planning attorney turned financial advisor, with a background in running a successful law firm for nearly ten years. He specializes in guiding affluent entrepreneurs, business founders, and executives through key financial decisions, leveraging his knowledge and the resources of Merrill and Bank of America. Adam focuses on creating personalized wealth planning strategies to help clients achieve their goals for financial, business, philanthropy, and intergenerational wealth. He is dedicated to removing clients' emotional burdens and helping them follow a mutually agreed-upon strategy. Adam holds a Juris Doctorate from The Touro College Jacob Fuchsberg Law Center and a Bachelor's degree from University of Scranton. He is also actively involved in his community as Chairman of the Board of Directors of the United Veterans Beacon House. Adam and his wife, Allyson, live in Kings Park, New York, with their two daughters and a son. At Merrill Lynch Wealth Management, the focus is on building and documenting personalized plans centered on clients' goals and priorities. The institution believes in a values-based approach to financial planning and aims to help clients achieve emotional fulfillment and lasting financial stability. By managing clients' decisions around money, rather than just their money, the institution seeks to unlock multiples of value for clients. Adam Wood is registered to do business in several states including CA, CT, FL, MA, NJ, NY, OH, PR, and TN. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions.

Welcome to Dr. Nabil Salib's Medical Practice – Your Trusted Partner in Family Medicine and Weight Loss in Forest Hills, Queens, NY Located in the vibrant community of Forest Hills, Queens, Dr. Nabil Salib's practice is dedicated to delivering exceptional healthcare services. Situated at 116-20 Queens Boulevard, our clinic is a beacon of health and wellness for families and individuals alike. Dr. Salib, a distinguished Yale-educated physician, brings a wealth of expertise in family medicine and weight loss, offering a well-rounded approach to health management.

Welcome to Robert Kouffman & Associates Located in the heart of Bridgehampton at 2411 Main Street, Robert Kouffman & Associates stands as a beacon of legal excellence and personalized service. Our firm is dedicated to providing top-tier legal representation to individuals and businesses throughout New York. With a strong commitment to integrity, professionalism, and client satisfaction, we strive to deliver practical and effective solutions tailored to meet your unique needs.

Welcome to Dineen Hall, a distinguished landmark located at 950 Irving Avenue, Syracuse, New York. This state-of-the-art facility is a testament to the enduring legacy of the Dineen family, whose generous $15 million naming gift honors the memory of their parents, Robert Emmet Dineen L'24, H'66, and Carolyn Bareham Dineen L'32. Officially dedicated by the esteemed Chief Judge of the Third Circuit Court of Appeals, Theodore McKee L'75, Dineen Hall stands as a beacon of excellence and innovation. Designed by the renowned architectural firm Gluckman Mayner, with lead architect Richard Gluckman '70, G'71 at the helm, the building combines modern design with functionality to create an inspiring environment for learning and collaboration. Within its walls, you will find the "Celebratory Space," named in memory of David Levy '41, L'48, whose generous bequest of $3 million has made this unique area possible.

Welcome to the Brooklyn Public Library - Rugby Branch, a cherished community hub located at 1000 Utica Avenue in the heart of East Flatbush, Brooklyn, New York. As a vibrant cultural and civic center, Rugby Library offers a wealth of resources and programs designed to enrich the lives of our patrons. Our library is not just a place for books; it’s a gateway to a world of opportunities and experiences. Borrow up to three tools at a time from our Greenpoint Library collection, or explore New York City’s rich cultural landscape with museum passes to over 80 cultural institutions. Dive into your family history with our comprehensive guide to genealogical research resources.

Welcome to Immanuel Union Church, a vibrant place of worship nestled in the heart of Staten Island at 693 Jewett Avenue, New York. Established in 1893, our church has been a cornerstone of the Westerleigh community, committed to serving and uplifting its residents. As a proud member of the United Church of Christ since 1962, we are dedicated to proclaiming the Gospel of Jesus Christ, fostering ecumenical relations, and advocating for justice and peace for all. Our mission is simple yet profound: to love God, love others, and magnify the name of Jesus Christ. We strive to make true disciples across the nations through community outreach, minister the ordinances, and edify believers, all while glorifying our God and Savior. Our original motto, inspired by John 17:21, "That they may all be one," reflects our commitment to unity and inclusivity. We warmly welcome everyone to participate in the Lord's Supper and encourage full communion with other Protestant denominations.