The 30 Best High net worth families in New York

Merrill Lynch Wealth Management, located at 55 Southwestern Drive in Jamestown, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, our advisors can provide personalized financial strategies to help you navigate rising or turbulent markets. Our advisors go beyond wealth planning advice to offer retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. We work closely with your outside professionals, such as accountants and tax attorneys, to create comprehensive financial strategies tailored to your long-term objectives.

Merrill Lynch Financial Advisor Taylor G Swanson, located at 55 Southwestern Drive in Jamestown, New York, is a trusted partner with over 17 years of experience in finance. As a partner with the Brown Group, Taylor focuses on retirement planning, portfolio design, and wealth management for high net worth families, businesses, and foundations in Chautauqua County, NY, and beyond. Taylor is a CERTIFIED FINANCIAL PLANNER™ professional who takes a personalized approach to help clients achieve their financial goals. By conducting comprehensive fact finding and regular reviews, Taylor ensures that each client's unique needs are met. With access to the resources of Merrill and Bank of America, Taylor can provide tailored solutions to help clients pursue their financial objectives. Whether you're planning for retirement, saving for a home, or passing wealth to future generations, Taylor is dedicated to helping you achieve your goals. Get personalized investment strategies and comprehensive financial solutions with Merrill Lynch Wealth Management Advisors.

S.E.E.D. Planning Group is a finance institution located at 31 Lewis Street, Binghamton, New York, United States. We believe that financial planning is essential for making informed investment decisions, and we offer fee-only services by fiduciaries who prioritize your personal financial needs and goals. Our professional investment management program is available to financial planning clients for an additional charge. Join us at Ditch the Suits, where our experts Steve Campbell and Travis Maus share valuable insights on managing your family's wealth and protecting it from financial exploitation. If you have a high school Junior or Senior at home, we can help guide them towards the right path, whether it be college or trade school. Our goal is to help you maximize your ability to give back to others, creating a lasting legacy in your family and community. Schedule a no-cost, no-obligation discovery meeting with one of our fee-only planners at our Knoxville, TN location. Talk to one of our fiduciaries to see where you fit in your financial journey.

Merrill Lynch Financial Advisor J Scott Freeman is a finance institution located at 2 Court Street, Binghamton, New York, United States. J. Scott Freeman, the Senior Vice President, Wealth Management Advisor, has over 30 years of experience providing financial and wealth management advice. He holds professional designations such as Certified Investment Management Analyst, CIMA®, Chartered Retirement Planning Counselor, CRPC, and Certified Plan Fiduciary Advisor, CPFA. Scott leads the Consulting Services practice for Freeman & Associates, focusing on money management and asset allocation, particularly for retirement plans for small and mid-sized businesses. The institution follows the Merrill tradition of community involvement and offers Merrill Personal Wealth Analysis™ to help clients build personalized financial plans. The team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. The institution believes in a client-focused approach, starting with a conversation to understand and prioritize the goals of each individual. The team utilizes the Investment Personality Assessment to customize financial approaches based on the client's preferences and goals. The institution is committed to helping clients manage, grow, and preserve their wealth while addressing their financial needs. With access to investment insights from Merrill and banking solutions from Bank of America, the team works with clients to develop personalized plans to achieve their financial goals. The institution values ongoing communication with clients to review progress and make adjustments to the financial approach as needed. Clients can expect a dedicated one-on-one relationship with Merrill Lynch Wealth Management Advisors focused on helping them pursue their goals.

Select Wealth Partners is a leading finance institution located at 12 Evergreen Drive in Middletown, New York, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to grow your assets, Select Wealth Partners is committed to providing expert guidance and exceptional service. Contact us today to start building a secure financial future.

Merrill Lynch Financial Advisor William Emmons is located at 2 Court Street, Binghamton, New York, United States. As your Merrill advisor, William Emmons focuses on connecting all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. William began his career with Merrill Lynch Wealth Management in 2014 and works with a wide variety of clients, specializing in customized wealth strategies and planning. In 2018, he was honored with the prestigious David Brady Award for exceptional service to clients and community. When not working, William enjoys spending time with his family, golfing, cooking, and traveling. Merrill Personal Wealth Analysis™ can help build and document a personalized plan centered on your goals. William's team is dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, William focuses on helping you prioritize your family, goals, and priorities as they change over time.

The Costantino Group - Morgan Stanley is a leading finance institution located at 50 Front Street in Binghamton, New York. As part of the prestigious Morgan Stanley brand, they offer a wide range of financial services including investment advice, wealth management, and retirement planning. With a team of experienced professionals, they strive to provide personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for the future, or navigate the complexities of the financial markets, The Costantino Group - Morgan Stanley is here to help.

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.

New York Life is an insurance agency located at 35 East Main Street, Westfield, New York, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to fit your needs and budget. Their policies also allow you to invest your cash value in the market, providing potential market gains. New York Life can help pay for everyday tasks, replace lost income due to illness or injury, and offer professionally managed investments with low fees. They offer a variety of insurance options for individuals, employees, executives, and business owners, as well as guidance on creating an estate plan. With over 12,000 agents nationwide, New York Life is committed to helping you protect your family and plan for the future. Their mission is to make the world a better place through responsible investing, community engagement, and charitable giving. Visit their website for articles, guides, and financial calculators to help clarify your financial goals.

Prudential Insurance Co is a reputable insurance agency located at 123 Pike Street in Port Jervis, New York, United States. With a strong legacy of providing reliable insurance products and services, Prudential Insurance Co is committed to helping individuals and businesses protect their assets and plan for the future. Their team of experienced agents offers personalized solutions to meet the unique needs of each client, ensuring peace of mind and financial security. Whether you're looking for life, health, home, or auto insurance, Prudential Insurance Co is dedicated to providing top-notch coverage and exceptional customer service. Visit their office today to learn more about how they can help you safeguard what matters most.

Laufer Planning Corporation is a leading accounting and finance institution located in Monroe, New York, United States. With a team of expert professionals, they provide a wide range of financial planning services to help individuals and businesses achieve their financial goals. From tax planning to investment strategies, Laufer Planning Corporation is dedicated to providing top-notch financial advice and services to their clients. With a strong reputation for excellence and a commitment to customer satisfaction, they are a trusted partner for all financial needs.

The Law Offices of Mark S. Paige P.C. is a top-rated divorce and family lawyer office located at 146 Maple Avenue in New City, New York. Serving Rockland and Orange Counties, Attorney Mark S. Paige helps families navigate divorce with minimal impact on the children. Whether it's divorce mediation, collaborative law, contested divorce, or other family law matters, his office is dedicated to helping clients achieve their goals. With over 25 years of experience, Attorney Mark S. Paige provides skilled counsel in divorce cases, focusing on achieving clients' desired outcomes. Meetings are typically held at the New City office, but consultations can be arranged at a location convenient for clients in Rockland or Orange Counties. The office specializes in divorce matters, including litigated divorce, divorce mediation, collaborative divorce, high net worth divorce, and cases involving businesses. Attorney Paige also assists with child support, custody, visitation, spousal support, asset division, and other family law issues.

Elliot Green Custody Lawyers, located at 32 Court Street in New York, is a law firm specializing in family law matters such as divorce, child custody, domestic violence, and child support. Lead attorney Elliot Green has extensive experience in handling all aspects of divorce cases and is dedicated to guiding clients through the legal process with compassion and expertise. Whether you are facing a high net worth divorce or sensitive domestic violence issues, Elliot Green is committed to achieving the best possible outcome for you and your family. As a family man himself, Elliot Green understands the importance of family law matters and strives to provide realistic and relevant advice to his clients. He is not only a skilled lawyer but also a caring and compassionate advocate for his clients. With over three hundred trials and hearings in Family Court, Elliot Green has the experience and knowledge to effectively represent clients in Brooklyn, Manhattan, Queens, and Staten Island.

Sishodia PLLC is a boutique New York real estate law firm located at 600 3rd Avenue, offering personalized legal solutions to clients ranging from first-time home buyers to seasoned real estate investors. Led by experienced NYC Real Estate Attorney Natalia Sishodia, the firm serves clients buying or selling real estate throughout NY, including Manhattan, Brooklyn, Bronx, Queens, Westchester, Long Island, and the Hamptons. With a reputation for facilitating smooth transactions, Sishodia PLLC offers complimentary consultations, white-glove service, and top-notch representation. Whether you are purchasing a co-op, condo, single-family home, or commercial property, having the guidance of the right attorneys can be invaluable in navigating New York's complex real estate market. Contact Sishodia PLLC today for a free consultation and learn how they can help make your real estate transactions stress-free.

ion of property in a divorce, meaning that assets and debts acquired during the marriage will be divided fairly, but not necessarily equally. This process can become contentious, especially in high net-worth divorce cases where there are significant assets at stake. As an experienced Manhattan divorce lawyer, I work diligently to protect my clients' financial interests and ensure that they receive their fair share of the marital assets. Whether you are facing a contested or uncontested divorce, child custody battles, child support issues, alimony disputes, or property division conflicts, Juan Luciano Divorce Lawyer in Manhattan is here to provide you with expert legal representation and guidance.

Lois M. Brenner, Esq. is a prestigious institution located at 12 East 86th Street in New York, United States. Specializing in divorce law, Attorney Brenner has over 35 years of experience as a trial attorney and mediator. With a reputation for handling complex cases discreetly and creatively, she has worked with high net worth clients, business owners, executives, celebrities, and public figures. Attorney Brenner has been featured as a family law expert on popular television programs such as Good Morning America, The Oprah Winfrey Show, and CNN. Known as the "Lawyers' Lawyer," she is highly respected in the legal community for her expertise and professionalism.

Dow Divorce Law is a reputable law firm specializing in divorce and family law cases. Located at 900 South Avenue in New York, United States, our experienced lawyers are dedicated to providing expert legal representation and guidance to clients going through the difficult process of divorce. With a focus on compassion and professionalism, we strive to achieve the best possible outcomes for our clients and their families. Contact us today for a consultation to discuss your case.

At Morgan Legal Group - Estate Planning & Probate, located in New York City, our team of trained professionals specializes in providing personalized and comprehensive estate planning services. Unlike large law firms, our clients have direct access to an attorney whenever they have a question or concern, ensuring a high level of personalized service. Our attorneys have extensive knowledge and experience in estate planning, offering tailored solutions to meet each client's specific needs. We take a comprehensive approach to estate planning, handling services such as wills, trusts, powers of attorney, and healthcare directives all under one roof. Our goal is to preserve and protect our clients' legacies and assets, minimizing estate taxes and ensuring a smooth transition of assets to beneficiaries.

Cass & Peters Law Firm is a highly reputable legal institution located at 225 Broadway in New York City. Specializing in various areas of law, including but not limited to personal injury, criminal defense, and family law, the firm is dedicated to providing top-notch legal services to clients throughout the United States. With a team of experienced and skilled lawyers, Cass & Peters Law Firm is committed to achieving the best possible outcome for their clients. Whether you are facing a complex legal issue or simply need legal advice, you can trust Cass & Peters Law Firm to provide expert guidance and representation.

Welcome to Dilendorf Law Firm, located in New York at 85 Broad Street. Specializing in digital assets, general counsel services, estate planning, and navigating complex business challenges, our firm provides tailored support to high-net-worth individuals, family operations, and businesses. Led by Adam, a leading young whistleblower lawyer with a strong investigative background in complex organizations and transactions, our team also includes Bari Zahn, a seasoned attorney with nearly 20 years of experience in global law firms, and Steve, who brings extensive business and problem-solving expertise to our practice.

Razavi Legal is a reputable law firm located at 3 Columbus Circle in New York, New York. Specializing in various legal services, our team of experienced lawyers is dedicated to providing expert representation and guidance to clients in need of legal assistance. Whether you are facing a personal injury case, need help with a business dispute, or require assistance with estate planning, Razavi Legal is here to help. Contact us today to schedule a consultation and see how our team can assist you with your legal needs.

Hewlett Mansion Luxury is a prestigious real estate and travel agency located at 36 Trinity Place in the charming town of Hewlett, New York. Our agency specializes in offering high-end luxury properties for sale or rent, as well as providing bespoke travel experiences for discerning clients. With a team of experienced professionals dedicated to providing top-notch service, Hewlett Mansion Luxury is your go-to destination for all your real estate and travel needs. Experience the epitome of luxury living and travel with Hewlett Mansion Luxury.

The Institute for Private Investors, located at 505 5th Avenue in New York, New York, is a prestigious institution dedicated to providing high-quality education and resources for individuals looking to enhance their investment strategies. With a focus on personalized guidance and tailored solutions, the Institute offers a range of programs and services designed to help private investors navigate the complexities of the financial markets. Whether you are a seasoned investor or just starting out, the Institute for Private Investors is committed to helping you achieve your investment goals.

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.

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.

The Mint Capital Inc is a leading financial institution located at 24 Gilbert Street Extension in Monroe, New York, United States. We specialize in providing a wide range of financial services including investment management, wealth planning, and retirement solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, The Mint Capital Inc is the trusted partner for all your financial needs.

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.

Francis Financial, Inc. is a finance institution located at 39 Broadway, New York, New York, United States. We specialize in helping women navigate financial decisions with confidence, particularly those experiencing divorce or the loss of a loved one. As a Fiduciary, Fee-Only firm, we prioritize our clients' best interests and offer personalized financial planning services. Our financial planning process is simple yet powerful, aiming to help clients achieve their short and long-term goals. From retirement planning to college expenses, taxes, charitable giving, and more, we provide comprehensive guidance every step of the way.