Bone Fide Wealth, LLC is a boutique financial planning firm based in New York City that specializes in serving high-earning millennials, young professionals, and the next generation of business leaders. With a modern, relatable approach to personal finance, the firm offers comprehensive wealth management solutions designed to align with the unique aspirations and lifestyles of emerging professionals. Founded by Douglas A. Boneparth, a nationally recognized financial advisor and media contributor, the firm is known for bridging the gap between traditional financial services and today’s evolving client expectations.

Bone Fide Wealth provides customized financial planning, investment management, and retirement strategies with an emphasis on building long-term, client-centered relationships. The team places a strong focus on education, transparency, and accessibility, helping clients make informed financial decisions at every life stage. Their expertise encompasses everything from student loan strategies and advanced tax planning to helping entrepreneurs and business owners manage personal and business finances concurrently. As fiduciaries, they are committed to acting in the best interests of their clients at all times.

Website: https://bonefidewealth.com/

Key Services:

– Comprehensive financial planning
– Investment portfolio management
– Student loan strategy and debt planning
– Retirement planning and income forecasting
– Tax-efficient wealth strategies
– Insurance and risk management
– Business owner and entrepreneur financial guidance
– High-income millennial and Gen Y-focused advisory services