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
Managing Director
Vice President, Investments
Senior Vice President
Advisor Associate
Managing Director, Head of Intermediary Business
Senior Advisor Associate
Assistant Vice President
Advisor Associate
Senior Vice President
Single Family Office Senior Client Associate
Managing Director
Managing Director
Client Service Associate
Client Service Associate
Advisor Associate
Senior Associate, Data Operations
Senior Client Service Associate
Supervisor, Family Office Accounting
Assistant Vice President, Client Service Manager
Senior Vice President
Special Projects Manager
Chief People Officer
Managing Director
President
Managing Director
Senior Vice President
Senior VP, Director of Data Operations
Senior Advisor Associate
Vice President, Finance
Advisor Associate
Vice President, Client Service
Senior Vice President
Senior Executive Assistant
Executive Vice President, Business Development
Senior Manager, Family Office Accounting
Vice President, Client Service Manager
Associate, Investments
Vice President, Senior Wealth Advisor
Marketing Associate
Senior Advisor Associate
Senior Advisor Associate
Vice President, Senior Business Intelligence Analyst
Managing Director
Senior Vice President, Finance
Senior Vice President, Director of Wealth Strategy – Wealth & Tax Planning
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.
