List of Firms
Old Westbury, NY Wealth Management Firms
Domenick D'Andrea, AIF®, CRC®, CPFA™
SoundView Wealth Management - Morgan Stanley
Superior Financial Management
Financial Aid Office
Eon Wealth Management
Anchor Wealth Management - UBS Financial Services Inc.
Merrill Lynch Wealth Management Advisor John C. Gatto
The Florio Wealth Management Group
Gregory-Matthew Wealth Management & Retirement Planning
Buckingham Strategic Wealth
Michael J. Meehan - RBC Wealth Management Branch Director
Linda Sama - RBC Wealth Management Financial Advisor
Paul Annunziato - Morgan Stanley
Where Wealth Management Advisors in Old Westbury, NY Serve
Old Westbury, NY is a picturesque village located on the North Shore of Long Island. This affluent community is known for its grand estates and sprawling properties, making it a popular destination for the wealthy and famous. The village is home to several notable landmarks, including the Old Westbury Gardens, a stunning mansion and garden that dates back to the early 1900s. Other notable attractions include the SUNY College at Old Westbury, a public liberal arts college, and the Glen Cove Mansion Hotel & Conference Center, a historic hotel that has hosted several high-profile events. When it comes to employment, Old Westbury is home to several top employers, including the SUNY College at Old Westbury, the North Shore-Long Island Jewish Health System, and the Old Westbury Golf & Country Club. These employers provide a range of job opportunities for residents of the village and surrounding areas.
Services Provided by Wealth Management Companies
Banks and Credit Unions
Insurance Broker
Retirement Planning
Financial Advisor
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
Comprehensive Wealth Management FAQs
A wealth manager in Old Westbury, NY can provide a plethora of services to help individuals and families manage their wealth effectively. From investment management to estate planning, a wealth manager can assist in creating a comprehensive financial plan tailored to each client's unique needs. One specific aspect of Old Westbury that a wealth manager can take advantage of is the town's rich history and culture. With its sprawling estates and luxurious lifestyle, Old Westbury is home to many high-net-worth individuals who require specialized wealth management services. A wealth manager in Old Westbury can help clients navigate the complexities of managing their wealth in a town where maintaining a certain level of prestige and status is of utmost importance. With their expertise and knowledge, a wealth manager can help clients achieve their financial goals while also preserving their legacy for future generations.
Old Westbury, NY is the ideal place to find a wealth manager due to its affluent community and access to top-notch financial services. With an average household income of over $250,000, the residents of Old Westbury demand the highest level of expertise and knowledge when it comes to managing their wealth. The area is also home to some of the most prestigious financial institutions in the country, making it an attractive location for wealth managers looking to establish themselves as industry leaders. Furthermore, Old Westbury's proximity to New York City provides wealth managers with access to a vast network of financial professionals and resources. The combination of Old Westbury's affluent community, top-tier financial institutions, and proximity to New York City make it the ultimate destination for those seeking a wealth manager who can provide unparalleled financial guidance and support.
A wealth manager in Old Westbury, NY is a financial advisor who offers personalized investment advice and portfolio management services to affluent individuals and families. They help their clients achieve their financial goals by developing a comprehensive financial plan that takes into account their current financial situation, future goals, and risk tolerance. In Old Westbury, NY, a wealth manager may specialize in managing the wealth of the many affluent families who reside in the area, including those who own sprawling estates and historic homes. They may also have expertise in managing complex financial instruments such as hedge funds and private equity investments. With their extensive knowledge of the financial markets and investment strategies, a wealth manager in Old Westbury, NY can help their clients navigate the ever-changing economic landscape and make informed decisions about their finances.
Old Westbury, NY residents should consider reaching out to a wealth manager when they find themselves in a position where their financial situation has become too complex to manage on their own. With its sprawling estates and affluent community, Old Westbury presents unique challenges for managing wealth. From property taxes to estate planning, there are a multitude of factors that require careful attention and expertise. A wealth manager can help navigate these complexities and provide tailored solutions for each individual's financial needs. Whether it's managing investments, creating a retirement plan, or developing a comprehensive estate plan, a skilled wealth manager can provide invaluable guidance and support. If you're a resident of Old Westbury, NY and find yourself struggling to manage your finances, it may be time to consider seeking the services of a qualified wealth manager.
A wealth manager in Old Westbury, NY must possess several important qualities to provide quality services to their clients. Firstly, they must have a deep understanding of the local economic landscape, which is characterized by a high concentration of high net worth individuals and a thriving real estate market. Secondly, they must possess exceptional communication skills to effectively communicate complex financial concepts to their clients. Additionally, they must be able to develop customized investment strategies that align with their clients' goals and risk tolerance. Furthermore, they must be proactive in monitoring market trends and adjusting their clients' portfolios accordingly. Lastly, they must uphold the highest ethical standards and maintain transparency in their dealings with clients. With these qualities, a wealth manager in Old Westbury, NY can help their clients achieve their financial goals and secure their financial future.
Old Westbury, NY is home to some of the most reputable wealth management firms in the country. These firms are known for their expertise in managing the wealth of high net worth individuals and families. One of the unique features of Old Westbury is its rich history, with many of the homes and estates in the area dating back to the early 1900s. This history is reflected in the approach of the wealth management firms in the area, who prioritize long-term planning and preservation of wealth for future generations. These firms offer a range of services, including investment management, financial planning, and estate planning, and are staffed by experienced professionals with a deep understanding of the needs of their clients. With their focus on personalized service and attention to detail, the wealth management firms of Old Westbury are a trusted partner for those seeking to protect and grow their wealth.
Wealth managers in Old Westbury, NY typically receive compensation through a combination of fees and commissions. These fees can be based on a percentage of the assets under management, while commissions can be earned through the sale of financial products such as mutual funds or insurance policies. One specific aspect of Old Westbury, NY that adds complexity to the compensation structure of wealth managers is the prevalence of high-net-worth individuals and families in the area. As a result, wealth managers must not only navigate the complex financial needs of their clients, but also ensure that their compensation aligns with the unique demands of this affluent community.