Manhattan Wealth Management Group is a boutique financial services firm based in New York City, specializing in personalized wealth management solutions for individuals, families, and business owners. With an emphasis on long-term relationships and concierge-style service, the firm provides customized financial planning tailored to each client’s goals and life stage. The team adopts a holistic approach, incorporating investment advisory, retirement planning, and estate strategies under a cohesive and client-focused model.

Leveraging decades of combined experience, Manhattan Wealth Management Group prides itself on its independence, ensuring unbiased advice and transparency in all recommendations. Their fiduciary standards underscore a commitment to always act in the client’s best interest. The firm works closely with clients to navigate complex financial decisions, offering guidance through major life events such as business transitions, inheritance planning, and generational wealth transfers.

Manhattan Wealth Management Group is affiliated with LPL Financial, providing clients with access to robust research, technological platforms, and broad investment options. The advisors serve a diverse client base, including executives, medical professionals, and entrepreneurs, with a concierge model that ensures high-touch, responsive service. Community-oriented and education-driven, the firm often hosts financial literacy workshops and actively participates in charitable initiatives.

Website: http://www.manhattanwealth.com/

Key Services:

– Comprehensive financial planning
– Investment management and portfolio design
– Retirement income planning
– Estate and legacy planning strategies
– Tax-efficient wealth strategies
– Business succession and exit planning
– Insurance and risk management analysis
– Multi-generational wealth transfer and family planning