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Wellspent public graph/Specialties/Family wealth transfer/New York/New York City

Financial advisors for family wealth transfer in New York City, New York

All 62 advisors

Fee-only advisors for family wealth transfer in New York City: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Matthew Friedman Capital Counsel New York Not listed Percentage of assets
Mitchell Poirier SMP Financial Planning New York Not listed Percentage of assets, Hourly
Nicole Scarpati Capital Counsel New York Not listed Percentage of assets
Samuel Magid Capital Counsel New York Not listed Percentage of assets
Steven Abernathy The Abernathy Group II Family Office New York Not listed Percentage of assets, Hourly
Terence Greene Capital Counsel New York Not listed Percentage of assets
David Raphael Klingenstein Fields Advisors New York Not listed Percentage of assets, Fixed fees
James Fields Klingenstein Fields Advisors New York Not listed Percentage of assets, Fixed fees
Kenneth Pollinger Klingenstein Fields Advisors New York Not listed Percentage of assets, Fixed fees
Sheldon Steuer Equinum New York Not listed Percentage of assets
Ellen Lazarus Charles Pratt & Company New York Not listed Percentage of assets
Omeed Zarrin The Herbst Group New York Not listed Percentage of assets