We’re Empire State Wealth Management.
An intimate, local financial planning & investment management firm bringing a combined 30 years of industry experience to those seeking sound financial guidance.
Our Firm Was Built on the Foundation of:
Education
While we’ll always be here when you need us, we know there are day-to-day decisions you’ll need to be prepared to make on your own. That’s why we arm our clients with the education and tools they need to understand the impact of their financial decisions (big or small) and make healthy financial choices day after day, year after year.
Approachability
Money, and making money work for you, can be complicated. We strive to bring a sense of ease and approachability to money management when working together. We’ll take all the time needed to keep you well-informed about what you need to know, without overwhelming you with the details of intricate strategies and solutions.
Service
Our place or yours - wherever you’d like to meet, we’re happy to make it happen. With a dedication to outstanding service, we’re proud to serve as our clients’ financial one-stop-shop. We’re here to help you get answers, soothe worries and find tailored solutions that meet your unique needs.
