Safran Wealth Advisors LLC is a boutique financial planning and investment advisory firm based in New York City. Specializing in individualized wealth management, Safran focuses on helping clients navigate complex financial landscapes with clarity and confidence. The firm caters primarily to high-net-worth individuals, families, and business owners by designing tailored strategies that align with their financial goals. Safran Wealth Advisors is known for offering independent, fee-only advice—ensuring objective guidance free from commission-based conflicts of interest.

With a client-centric and fiduciary approach, the firm emphasizes long-term relationships, holistic planning, and meticulous attention to detail. Their services integrate investment management, retirement planning, tax-efficient strategies, estate planning coordination, and philanthropic planning. Safran also advises clients during life transitions, including business sales, inheritances, and retirement. The firm’s smaller size allows it to offer personalized attention while maintaining best-in-class service comparable to larger institutions.

Learn more at: http://www.safranwealthadvisors.com/

Key Services:

– Comprehensive financial planning
– Investment management
– Retirement planning
– Tax-efficient wealth strategies
– Estate and legacy planning coordination
– Charitable and philanthropic planning
– Risk management and insurance analysis
– Financial guidance during life transitions