The Portfolio Strategy Group is a boutique wealth management and investment advisory firm based in White Plains, New York, specializing in delivering customized financial planning and portfolio management solutions to high-net-worth individuals, families, and institutions. With a strong fiduciary commitment, the firm is known for its objective, client-centric approach that places client interests first. Their comprehensive, fee-based financial planning integrates investment strategy, estate planning, tax efficiency, and retirement planning to help clients achieve long-term financial goals.

Founded on the principles of integrity and transparency, The Portfolio Strategy Group utilizes a disciplined investment process grounded in academic research and strategic asset allocation. The firm emphasizes risk management and long-term growth, tailoring portfolios to align with each client’s unique goals and risk tolerance. Their team collaborates with outside legal and tax professionals to ensure cohesive financial strategies. As an independent registered investment advisor (RIA), they are not affiliated with any bank, broker, or insurance company, allowing for unbiased advice.

Website: http://www.portfoliostrategygroup.com/

Key Services:

– Comprehensive financial planning
– Strategic investment management
– Retirement income planning
– Estate and tax planning coordination
– Risk management and asset protection strategies
– Wealth transfer and legacy planning
– Education funding strategies
– Personalized portfolio construction and monitoring