New York Wealth Management
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.
Headquarters:
521 5th Avenue, 15th Floor
New York, NY 10175
(800) 994-3766
Please note: entrance mid-block on 43rd Street.
Get in Touch Today
Schedule a free consultation at your preferred time.
We 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
Are you navigating a major life or professional change, like selling a business, shifting careers, or handling complex compensation? Have you recently experienced a loss, such as through divorce or the passing of a loved one? We all experience transitions in life and we are here to guide you with clarity and expertise. Wealthspire’s advisors offer you a single point of guidance for identifying, refining, and pursuing your ideal financial strategies and path. Our proactive approach helps you see around the corner before you do, ensuring your wealth management is always one step ahead.
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
Our New York Team
Client Operations Administrator
Vice President, Investments
Advisor Associate
Vice President, Investments
Advisor Associate
Advisor Associate
Senior Vice President, Investments
Advisor Associate
Vice President
Senior Vice President
Assistant Vice President, Client Service
Vice President, Client Operations
Assistant Vice President
Senior Advisor Associate
Senior Client Service Associate
Senior Human Resources Manager
Vice President
Advisor Associate
Managing Director
Resource Specialist
Assistant Vice President
Senior Executive Assistant
Client Service Associate
Senior Client Service Associate
Vice President, Investments
Advisor Associate
Managing Director
Senior Associate, Client Operations
Family Office Accountant
Managing Director
Client Service Associate
Managing Director
Executive Assistant
Managing Director
Senior Vice President
Vice President
Managing Director, Head of Family Office Services
Client Service Associate
Senior Associate, Client Operations
Assistant Vice President
Advisor Associate
Senior Advisor Associate
Vice President
Managing Director
Chief Marketing Officer
Senior Vice President, Head of Family Office Accounting
Senior Vice President
Associate, Data Operations
Client Service Associate
Senior Vice President
Assistant Vice President, Data Operations
Managing Director
Senior Associate, Client Operations
Vice President
Assistant Vice President, Client Service
Associate, Investments
Senior Vice President
Senior Vice President
Senior Advisor Associate
Family Office Accountant
Client Service Associate
Human Resources Manager
Advisor Associate
Senior Advisor Associate
SVP, Data Management
Chief Executive Officer
Managing Director
Assistant Vice President
Senior Vice President
Advisor Associate
Managing Director
Senior Vice President, Client Service
Senior Vice President
Assistant Vice President, Client Service
Client Service Associate
Advisor Associate
Assistant Vice President, Data Operations
Senior Vice President
Managing Director
Assistant Vice President
Managing Director
Human Resources Generalist
Vice President
Vice President
Advisor Associate
Senior Client Service Associate
Senior Client Service Associate
Assistant Vice President, Advisor Technology
Chief Investment Officer
Senior Advisor Associate
Senior Vice President
Office Coordinator
Senior Advisor Associate
Senior Vice President
Resource Specialist
Senior Advisor Associate
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.
