New York, New York
Headquarters:
521 5th Avenue, 15th Floor
New York, NY 10175
(800) 994-3766
Please note: entrance mid-block on 43rd Street.
Comprehensive Wealth Services in the City that Never Sleeps
In the heart of New York City, our office is a cornerstone for those who have shaped their path. Specializing in serving financial and legal professionals, business owners, and multi-generational clients, we provide comprehensive wealth management and financial planning services tailored to the complexities of your achievements and aid in fulfilling your financial planning aspirations for you and your family. No matter your journey to success, we are your trusted advisor and confidant, ready to align your financial plan with your legacy.
Schedule a free consultation at your preferred time.
Schedule todayWe offer a complimentary call to learn more about your goals and answer any questions you have about our services.
Financial Guidance to Help You Make Sound Decisions
Whether you’re managing the financials for your business or your family, streamlining your wealth management and proactively planning is essential. Wealthspire’s advisors provide you with a single point of consultation for defining, refining and pursuing the financial strategies you need in every stage of growth.
Our Services Include:
- Integrated Financial Planning: We identify where you are today and what strategies will help you arrive at your unique financial vision tomorrow
- Tax-Efficient Strategies: Make the most out of your wealth by limiting tax liabilities whenever possible
- Succession Planning: Ensure that you effectively manage your business assets without requiring your direct involvement
- Estate and Legacy Planning: Create legal structure around your assets so they may transfer to your beneficiaries in the most tax-efficient manner
- Philanthropic Giving: Develop meaningful strategies to support the organizations that are important to you and your family
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Our New York Team
In the Community
Our community roots run deep. We are committed to giving back and making a difference in our communities as volunteers, sponsors, patrons, and board members. Here are some of the organizations we proudly support in alignment with our core values.