The 30 Best Private wealth management firms in White Plains, New York

11 results found

5C Capital Management, LLC is a finance institution located at 707 Westchester Avenue in White Plains, New York, United States. Specializing in investment management, financial planning, and wealth management services, 5C Capital Management, LLC is dedicated to helping clients achieve their financial goals through expert advice and personalized strategies. With a team of experienced professionals, they provide tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, 5C Capital Management, LLC is committed to delivering exceptional service and results.

Pickwick Capital Partners, LLC is a finance institution located at 445 Hamilton Avenue in White Plains, New York. As a leading investment firm, Pickwick Capital Partners specializes in providing strategic financial solutions to a diverse range of clients. With a team of experienced professionals, they offer personalized services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, raise capital, or navigate complex financial transactions, Pickwick Capital Partners is dedicated to delivering top-tier expertise and exceptional service.

Stifel is a renowned finance institution located at 4 West Red Oak Lane in White Plains, New York, United States. With a strong reputation for providing top-notch financial services, Stifel offers a wide range of investment and wealth management solutions to its clients. Whether you are looking for assistance with retirement planning, investment strategies, or asset management, Stifel's team of experienced professionals is dedicated to helping you achieve your financial goals. Visit Stifel today to learn more about how they can help you secure your financial future.

Highbridge Financial Group is a leading finance institution located at 660 White Plains Road in Tarrytown, New York. Specializing in a wide range of financial services, including investment management, wealth planning, and retirement solutions, Highbridge Financial Group is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Highbridge Financial Group provides personalized and comprehensive financial advice to clients across the United States.

Caridia Capital is a leading financial institution located at 4419 White Plains Road in New York, United States. With a strong focus on providing comprehensive financial services, Caridia Capital offers a wide range of investment opportunities, wealth management solutions, and strategic financial planning services to help clients achieve their financial goals. Our team of experienced professionals is dedicated to delivering personalized and innovative solutions tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Caridia Capital is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Galinn Fund LLC is a finance institution located at 399 Knollwood Road in White Plains, New York, United States. Specializing in investment management and financial advisory services, Galinn Fund LLC offers a range of solutions for individuals and businesses looking to grow and manage their wealth. With a team of experienced professionals, Galinn Fund LLC is dedicated to providing personalized and strategic financial guidance to help clients achieve their goals.

Steven Solomon - UBS Financial Services Inc. is a reputable finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a focus on providing top-notch financial services, the institution is known for its expertise in wealth management, investment strategies, and financial planning. Clients can expect personalized and tailored solutions to help them achieve their financial goals. The team at Steven Solomon - UBS Financial Services Inc. is dedicated to providing exceptional customer service and guidance to ensure the success of their clients' financial portfolios.

Blum & Bernstein LLP is a reputable accounting and finance institution located at 220 White Plains Road in Tarrytown, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation and auditing to financial planning and consulting, Blum & Bernstein LLP is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry.

Welcome to Judy N. Cuzzacrea Wagner's Law Office, conveniently located at 726 Exchange Street, Buffalo, New York. As a seasoned attorney specializing in estate planning and elder care law, Judy is dedicated to providing personalized legal counsel to individuals, families, and business clients. With a deep understanding of wealth planning, she helps clients design comprehensive strategies to preserve, protect, and transfer their assets to future generations. Judy's extensive legal expertise encompasses the use of various tools such as wills, trusts, and pre-nuptial agreements. She is adept at minimizing tax liabilities through strategic planning involving credit shelter trusts, QTIPs, and ILITs. Recognizing the unpredictable nature of life, Judy emphasizes proactive estate planning but is equally prepared to address urgent needs.

Welcome to Beaufort Capital Partners, your trusted financial partner located in the heart of White Plains, New York. Situated at 50 Main Street, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of our clients. As a leading finance company, we specialize in investment management, financial planning, and advisory services for both individuals and businesses. Our team of experienced professionals is committed to delivering personalized strategies and insights to help you achieve your financial goals. At Beaufort Capital Partners, we prioritize building long-lasting relationships with our clients through transparency, integrity, and excellence. Discover how we can assist you in navigating the complexities of the financial world with confidence and expertise. Visit us today to learn more about our comprehensive range of services and how we can support your financial journey.

Welcome to Power Capital Advisors LLC, your trusted partner in financial excellence. Conveniently located at 1 North Lexington Avenue, White Plains, New York, we specialize in providing comprehensive financial advisory services tailored to meet the unique needs of our diverse clientele. Our team of seasoned financial experts is dedicated to helping individuals and businesses achieve their financial goals through strategic planning, investment management, and personalized advice. At Power Capital Advisors LLC, we understand the complexities of the financial landscape and are committed to delivering clear, actionable insights that empower our clients to make informed decisions. Whether you're looking to grow your wealth, plan for retirement, or manage your business finances, we offer a wide range of services designed to support your financial journey.