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TOP 30 Sophisticated wealth strategies in New York, NY
31 results found
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Arcadia Wealth Management
Arcadia Wealth Management is a finance institution located at 10 Edgewood Avenue, Smithtown, New York, United States. We are a multi-generational, fee-only financial planner dedicated to helping our clients achieve peace of mind and confidence at every stage of life. Our goal is to help clients create and preserve wealth for future generations, generate retirement income, and simplify their lives while creating a legacy for their loved ones. Our team, including father-daughter duo Walter Wisniewski and Allison Vanaski, is committed to bringing families together to empower them to plan for life’s transitions, protect their loved ones, and pursue the life they desire. As a Fee-Only Fiduciary, we provide Comprehensive Financial Life Planning and sophisticated Investment Management to our clients and their future generations.
Girard Wealth Management Group of Raymond James
Girard Wealth Management Group of Raymond James, located at 376 Mark Tree Road in Setauket- East Setauket, New York, offers sophisticated wealth management services tailored to meet your individual needs. With a focus on delivering value to clients, our team of experts is dedicated to helping you achieve your financial goals. As a part of the Raymond James network, we have access to a wide range of resources and tools to help you make the most of every investment opportunity. Established in 1962, Raymond James is one of the largest and most respected independent financial services companies in the United States. Girard Wealth Management Group is committed to providing personalized investment advisory services to help you navigate the complexities of the financial world.
Northwestern Mutual Wealth Management Company: Chandresh Shah
Northwestern Mutual Wealth Management Company, led by Chandresh Shah, is a reputable finance institution located at 50 Main Street in White Plains, New York, United States. With a focus on providing personalized financial planning and wealth management services, the company offers expert guidance to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Northwestern Mutual Wealth Management Company is dedicated to helping you secure a stable financial future.
Oxler Private Wealth
Oxler Private Wealth is a prestigious finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. With a focus on providing personalized wealth management services, Oxler Private Wealth is dedicated to helping individuals and families achieve their financial goals. Their team of experienced professionals offers tailored investment strategies, financial planning, and asset management services to ensure clients' financial success and security. Visit Oxler Private Wealth to experience the highest level of expertise and service in the world of finance.
Siena Private Wealth
Siena Private Wealth is a prestigious financial institution located at 5 Chatham Street in Kinderhook, New York. Our team of experienced professionals offers personalized wealth management services to individuals, families, and businesses. We are dedicated to helping our clients achieve their financial goals through strategic planning, investment management, and risk mitigation. At Siena Private Wealth, we prioritize building long-term relationships based on trust, integrity, and transparency. Contact us today to learn more about how we can help you secure your financial future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a renowned finance institution located at 449 New York 146 in New York, United States. With a strong reputation for providing top-tier financial services, Merrill Lynch offers a wide range of wealth management solutions to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, their team of experienced professionals is dedicated to delivering personalized and comprehensive financial guidance to clients. Whether you are looking to grow your wealth or protect your assets, Merrill Lynch Wealth Management is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a renowned financial institution located at 10 Teleport Drive in New York, United States. Specializing in wealth management services, Merrill Lynch provides comprehensive financial planning, investment advice, and portfolio management to help clients achieve their financial goals. With a team of experienced financial advisors and a wide range of investment options, Merrill Lynch is dedicated to helping individuals and families grow and protect their wealth for the long term.
The Pelican Bay Group Wealth Management - Morgan Stanley
The Pelican Bay Group Wealth Management - Morgan Stanley is a premier finance institution located at 1250 Pittsford Victor Road in Pittsford, New York. Our team of dedicated professionals is committed to providing top-notch wealth management services to our clients. With a focus on personalized financial planning and investment strategies, we strive to help individuals and businesses achieve their financial goals. Trust in the expertise of The Pelican Bay Group Wealth Management - Morgan Stanley for all your financial needs.
Merrill Lynch Private Wealth Advisor Sheena Marr
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.
Merrill Lynch Private Wealth Advisor Marc Russell Stenzler
Merrill Lynch Private Wealth Advisor Marc Russell Stenzler, located at 300 Broadhollow Road in Melville, New York, offers industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The Palermo Frangas Group, a close-knit team within Merrill Private Wealth Management, provides personalized service to a limited number of clients and families with integrity and excellence. The team at the Palermo Frangas Group is dedicated to making clients' lives better by offering strategies designed to help them achieve their financial goals. With a focus on high-net-worth clients, the team helps individuals, families, business owners, and executives navigate the complexities of managing substantial wealth.
Merrill Lynch Private Wealth Advisor Gianluca Palermo
Merrill Lynch Private Wealth Advisor Gianluca Palermo, located at 300 Broadhollow Road, Melville, New York, is a finance institution dedicated to providing industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The Palermo Frangas Group, a close-knit team of private wealth advisors, offers personalized services based on trust and integrity. Recognized for their exemplary client service, the advisors at Merrill Private Wealth Management strive to help clients achieve their financial goals through a goals-based wealth management approach. The team at the Palermo Frangas Group, led by partners Luca Palermo and Nick Frangas, has received national accolades for their commitment to providing a special kind of experience for a select group of families. They work closely with individuals, families spanning multiple generations, business owners, and executives to address the complexities that come with managing significant wealth. With a focus on proactive wealth preservation and transfer, the team is dedicated to helping clients navigate key decision points and resolve any obstacles they may encounter.
Merrill Lynch Financial Advisor Elliot R Skriloff
Merrill Lynch Financial Advisor Elliot R Skriloff is a Senior Vice President and Portfolio Manager located at 360 Hamilton Avenue in White Plains, New York. With over 27 years of experience in the financial services industry, Elliot specializes in providing personalized financial advice, investment management strategies, retirement planning, wealth transfer, estate planning services, education planning, and financial risk management. His client base includes affluent individuals, families, corporate executives, business owners, non-profit organizations, and households with special needs family members. Elliot follows a defined process with each client, focusing on understanding their specific situations to establish objectives, develop appropriate strategies, recommend solutions, and track progress towards reaching their goals. He holds the Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC) designations, utilizing his advanced skill set to provide specialized investment services to sophisticated investors.
Prato Capital Management
Prato Capital Management is a finance institution located at 70 Gedney Way in White Plains, New York, United States. Specializing in financial management and investment services, Prato Capital Management offers tailored solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution provides personalized guidance and expertise to navigate the complex world of finance. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Prato Capital Management is committed to delivering top-notch financial services to meet your needs.
Keating Soliman Group - Morgan Stanley
Keating Soliman Group - Morgan Stanley is a leading finance institution located at 2000 Westchester Avenue in Harrison, New York, United States. With a strong reputation for excellence in financial services, the institution offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals provides personalized advice and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Keating Soliman Group - Morgan Stanley is dedicated to helping you secure a prosperous financial future.
KEM Asset Management LLC
KEM Asset Management LLC is a health and insurance agency located at 434 New York Avenue in Huntington, New York, United States. Our dedicated team of professionals specializes in managing assets related to health and insurance, providing personalized services to meet the unique needs of our clients. With a focus on integrity, transparency, and efficiency, we strive to help individuals and businesses make informed decisions about their financial future. Contact us today to learn more about how we can assist you in managing your health and insurance assets effectively.
Bouchey Financial Group, Ltd.
Bouchey Financial Group, Ltd. is a finance institution located at 1819 5th Avenue, Troy, New York, United States. At Bouchey Financial, we strive to make investing and financial planning clear and simple for our clients, so they can make confident decisions. Our team members come from diverse backgrounds, allowing us to build a client-centric organization focused on our clients' financial success. We adhere to the Certified Financial Planner Code of Ethics and the Certified Financial Planners Board of Standards Practice Standards, ensuring the highest level of professionalism and integrity in our services. Since 1995, we have been providing personalized wealth management services as an SEC Registered Investment Advisor, with nearly $1 billion in assets under management.
Steward Partners
Steward Partners is a leading finance institution located at 677 Broadway in Albany, New York, United States. Offering a wide range of financial services, including wealth management, investment advisory, and retirement planning, Steward Partners is committed to helping clients achieve their financial goals. With a team of experienced financial advisors and a client-centric approach, Steward Partners provides personalized solutions to meet the unique needs of each individual or business. Visit us today to learn more about how we can help you secure your financial future.
Richard F White - Morgan Stanley
Richard F. White - Morgan Stanley is a leading financial institution located at 80 State Street in Albany, New York. Specializing in finance, the institution offers a wide range of services including wealth management, investment banking, and asset management. With a team of experienced professionals, Richard F. White - Morgan Stanley is dedicated to providing clients with personalized financial solutions to help them achieve their goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, this institution is committed to helping you navigate the complex world of finance with confidence and peace of mind.
The Hudson River Group - Morgan Stanley
The Hudson River Group at Morgan Stanley is a leading finance institution located at 80 State Street in Albany, New York. With a focus on providing top-tier financial services, the institution offers expert advice and guidance to clients seeking investment opportunities, wealth management solutions, and strategic financial planning. The team at The Hudson River Group is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and innovative solutions. Trust in The Hudson River Group at Morgan Stanley for all your financial needs in the Albany area.
Herzog Law Firm, P.C.
Herzog Law Firm, P.C. is a reputable institution located at 7 Southwoods Boulevard in Albany, New York, United States. Specializing in Estate Planning, Elder Law, Medicaid Planning, Estate Administration & Probate, Special Needs Planning, Guardianship, and Real Estate Law, the firm has been serving the Greater Capital Region, Hudson Valley, and Adirondack Regions since 1946. With a team of experienced professionals, Herzog Law Firm offers individualized and knowledgeable counsel to help clients plan for their future. Services include Estate Planning, Medicaid Planning, Special Needs Planning, Estate Administration, Probate, Wills, Trusts, and Advance Directives. The firm also provides valuable resources on topics such as Aging in Place, Life Estates, and Wills vs Trusts. Whether you already have an estate plan in place or are looking to start the planning process, Herzog Law Firm is here to assist. Schedule a free consultation today by calling 518-465-7581 or visiting their office at Corporate Woods in Albany.
English Financial Services
English Financial Services is a reputable finance institution located at 1337 Front Street in Binghamton, New York. Our team of experienced professionals is dedicated to providing a wide range of financial services tailored to meet the individual needs of our clients. Whether you are looking for assistance with investments, retirement planning, or wealth management, we are here to help you navigate the complexities of the financial world. With a commitment to excellence and personalized service, English Financial Services is your trusted partner in achieving your financial goals.
Shawn Mc Mahon Asset Management
Shawn Mc Mahon Asset Management is a leading finance institution located at 331 Water Street in Binghamton, New York, United States. With a strong reputation for excellence in asset management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we provide personalized solutions tailored to your specific needs. Trust Shawn Mc Mahon Asset Management to guide you towards a secure financial future.
Howe & Rusling
Howe & Rusling is a finance institution located at 165 Culver Road in Rochester, New York, United States. As a full-service wealth management firm, Howe & Rusling offers services such as financial planning, investment management, estate planning, and tax strategy. The institution takes a holistic, data-driven approach to evaluate and optimize clients' financial well-being, starting with understanding their life goals. Using sophisticated technology and in-depth analysis, Howe & Rusling collaborates with clients to create a strategic roadmap to help them achieve financial success. The team at Howe & Rusling is dedicated to providing expert financial advice and guidance during life-changing events, helping clients become more financially literate and independent. The institution values continuous improvement and is committed to being better tomorrow than today. With a focus on long-term investments and a fiduciary standard, Howe & Rusling aims to help clients invest in their future while they focus on doing what they love. Additionally, Howe & Rusling provides valuable financial content and resources for individuals in their 30s looking to improve their financial well-being.
Hightower Westchester
Hightower Westchester is a finance institution located at 440 Mamaroneck Avenue in Harrison, New York, United States. Led by Peter Lang, who has been named to Forbes’ list of the Best-In-State Wealth Advisors for the third consecutive year, we are holistic fiduciaries dedicated to providing financial knowledge and strategies that help our clients build a legacy through financial success and integrity. As fiduciaries, we are committed to serving our clients' best interests by offering objective and personalized investment solutions, avoiding conflicts of interest, and conducting regular reviews to ensure fiduciary principles are upheld. With an average experience of over 25 years, our team takes a holistic approach to wealth management, focusing on rigorous analysis and exceptional client service.
Commonwealth Financial Network
Commonwealth Financial Network is a finance institution located at 2 Executive Park Drive in Albany, New York, United States. As an independent financial advisor, you can realize your vision with Commonwealth, a partner that prioritizes your needs and provides sophisticated solutions, specialized consulting, and intuitive tools. In 2023, we recruited $15.9 billion in assets, reaching new heights. Our 2024 Outlook survey examines the economy and markets for the year ahead. Whether you are growing an existing practice or exploring independence for the first time, Commonwealth offers innovative strategies to give you a competitive advantage. Affiliating with us as your own RIA or through our corporate RIA provides personalized consulting, operations, and compliance to optimize your business. Our comprehensive capabilities and supportive partner are dedicated to your success. Join Commonwealth and receive valuable resources to help you manage the economics and risks of entrepreneurship, as well as strategies for marketing your new business. Take control of your growth path and transform unpredictability into growth with our high-touch service. Commonwealth's emphasis on investment management and financial planning, along with a supportive culture, allows you to create the firm and client experience you desire. Plan for the sunset of the TCJA and consider irrevocable Medicaid trusts to protect assets. With women expected to control more wealth in the future, ensure your firm supports and retains women advisors. Connect with Becca, managing principal and chief business development officer at Commonwealth, to learn more about our story and how we can support your financial goals.
Hightower Lakewater
Hightower Lakewater, located at 137 Summer Street in Buffalo, New York, is a finance institution that specializes in personalized financial consultation and asset management strategies for successful individuals, families, business owners, and foundations. With a team of experienced professionals who have backgrounds in institutional asset management and investment banking, Hightower Lakewater is dedicated to providing sophisticated, holistic solutions tailored to each client's long-term goals and short-term needs. As a partner with Hightower Advisors, a Registered Investment Advisor firm, Hightower Lakewater offers boutique, personalized wealth management services, as well as access to institutional-level investment services and business owner solutions. The firm operates on fiduciary principles to always act in the best interests of their clients and avoid conflicts. Contact Hightower Lakewater at (716) 261-3300 to learn more about how they can help you achieve your financial objectives.
Merrill Lynch Financial Advisor Kyle E Olson
Merrill Lynch Financial Advisor Kyle E Olson is a boutique private wealth institution located at 114 West 47th Street, New York, United States. Our team is dedicated to providing a sophisticated and personalized experience, supported by the resources of a global wealth management institution. We strive to understand your financial goals and aspirations, working closely with you to develop thoughtful strategies tailored to your needs. Our mission is to help you pursue your financial goals while managing investment risk. We believe in designing personalized plans to help you grow and preserve your wealth for the future. With access to investment insights from Merrill and banking solutions from Bank of America, we aim to address your financial needs comprehensively.
Merrill Lynch Financial Advisor Ashley Rowland
Merrill Lynch Financial Advisor Ashley Rowland is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Catering to successful professionals and wealthy families, they offer a sophisticated suite of financial strategies tailored to the unique opportunities and challenges their clients face. Operating under the basic premise that much of clients' lives revolve around money, The Russo Rosenstein Group aims to enhance and enrich the complex financial lives of those they serve. They provide boutique-level personal service and attention, going above and beyond typical financial advisors by educating and coaching clients to ensure they follow integrated strategies formulated on their behalf. The institution works with a limited number of clients to build lasting advisory relationships, understanding that each client has unique planning needs that should drive every recommendation. With a planning-based approach honed over many years, The Russo Rosenstein Group helps clients explore and prioritize their goals for themselves, their families, and their communities. They also offer assistance with both personal and business financial needs, including plan design and implementation for business owners. With a focus on high-net-worth and ultra-high-net-worth clients, The Russo Rosenstein Group serves individuals in New York, New Jersey, and over 20 other states, including corporate executives, business owners, partners at law firms, and generations of their families. The institution takes a strategic and analytical approach to examining each client's overall financial picture, ensuring they build fundamental pillars of financial strength for their clientele. By providing superior wealth management services, The Russo Rosenstein Group aims to help clients achieve their financial goals and leave lasting memories for their families.
Merrill Lynch Financial Advisor Anthony J Russo
Merrill Lynch Financial Advisor Anthony J Russo, located at 1325 Franklin Avenue, Garden City, New York, United States, offers a sophisticated suite of financial strategies tailored to successful professionals and wealthy families. The Russo Rosenstein Group operates under the belief that financial decisions play a crucial role in enhancing clients' lives. With a boutique level of personal service and attention, the highly credentialed advisors educate and coach clients to ensure integrated strategies are followed. The institution works with a finite number of clients to provide personalized recommendations based on unique planning needs. They assist with both personal and business financial matters, including plan design and implementation for business owners. The team at The Russo Rosenstein Group has the experience and ability to manage high concentrations of wealth for affluent clients nationwide. Clients are not defined by the value of their assets, but by their personalities, priorities, and aspirations. The institution serves clients at various life stages, offering a strategic and analytical approach to financial planning. With a focus on multi-generational wealth management, the team helps clients achieve their significant goals for family, business, and philanthropy. The advisors proactively help clients navigate opportunities and circumstances, taking a holistic view of their financial picture. The institution is committed to providing high caliber intelligence and insight to support clients in achieving their financial goals. With a passion for superior wealth management, the team at The Russo Rosenstein Group is dedicated to providing personalized and professional service to clients.
Merrill Lynch Financial Advisor Michael Rosenstein
Merrill Lynch Financial Advisor Michael Rosenstein, located at 1325 Franklin Avenue in Garden City, New York, offers a sophisticated suite of financial strategies for successful professionals and wealthy families. The institution, known as The Russo Rosenstein Group, operates under the premise that clients' lives revolve around money, and aims to enhance and enrich their financial lives through personalized service and attention. With a focus on educating and coaching clients, the highly credentialed advisors at The Russo Rosenstein Group help clients prioritize their goals for themselves, their families, and their communities. The institution serves a diverse range of high-net-worth and ultra-high-net-worth clients, including senior-level corporate executives, business owners, and partners at law firms, among others. By taking a planning-based approach and offering tailored strategies, The Russo Rosenstein Group aims to help clients achieve their most significant goals for family, business, and philanthropy. The institution also provides assistance with business and personal financial needs, including plan design and implementation for business owners. With a commitment to multi-generational wealth management, The Russo Rosenstein Group ensures that clients receive ongoing support and guidance for a rewarding retirement lifestyle. The institution's vision is to provide superior wealth management by understanding clients' unique needs and offering high-caliber intelligence and insight. With a focus on building lasting advisory relationships and delivering a boutique level of service, The Russo Rosenstein Group aims to help clients leave memories, not just money, along their financial journey.
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