Hollow Brook Wealth Management LLC
- 152 Bedford Rd 2nd floor Katonah New York 10536 United States
Profile
Hollow Brook Wealth Management LLC is an independent fiduciary-focused financial advisory firm specializing in delivering personalized wealth management solutions to individuals, families, and institutions. Serving clients with a high-touch, boutique approach, Hollow Brook emphasizes strategic investment planning, risk management, and long-term financial stewardship. The firm’s services are tailored to align with clients’ personal values, goals, and financial circumstances, helping steward multigenerational wealth with integrity and discretion.
Founded on the principle of placing clients’ interests first, Hollow Brook acts as a true fiduciary—meaning they do not earn commissions or sell proprietary products, allowing their advisors to provide fully objective and transparent advice. They offer expertise in managing complex financial portfolios, including those of high-net-worth investors, foundations, and endowments. The firm has earned a reputation for its holistic view of financial planning, integrating investment management with estate planning, tax considerations, and philanthropic strategies.
Hollow Brook also demonstrates a commitment to sustainable investing and socially responsible strategies for clients interested in aligning their wealth with their values. Their experienced professionals, many of whom have backgrounds in institutional finance, provide guidance and clarity in a highly personalized manner.
Website: https://www.hollowbrookllc.com/
Key Services:
– Comprehensive wealth management and financial planning
– Investment management and portfolio construction
– Estate and tax planning coordination
– Generational wealth transfer strategies
– Philanthropic and charitable giving planning
– Fiduciary advisory with fee-only structure
– Sustainable and impact investing strategies
– Institutional advisory services for foundations and endowments
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Contact Info
- 152 Bedford Rd 2nd floor, Katonah, New York, 10536, United States
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Phone: (212) 364-1840
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