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High Net Worth Wealth Management

NYC High Net Worth Wealth ManagementMark E. Feinsot, CPA has been providing strategic wealth management services to families and individuals in the New York City area for years. Our financial advisement and investment management services are tailored to meet your specific needs and include the facilitation of professional relationships with your attorney, insurance consultant, trust officer and bank. 

Our wealth management services are perfect for:

  • Working professionals and business owners who are too busy too manage their assets
  • Family members who want to separate personal assets from a family business
  • Families with a large number of assets
  • Estate planning & trusts
  • Retirement and college savings planning
  • Succession planning
  • Tax planning & preparation

Our team works year round to provide valuable tax planning advice to both maximize wealth and minimize tax liabilities.

For additional information on our High Net Worth services, visit our website dedicated to these services.

Call Mark Feinsot today at one of our two convenient offices:

57 West 57th Street: (212) 631-7578

38 West 32nd Street: (212) 631-0320

Personal Financial Specialist (PFS)    Personal Financial Planning (PFP)     Chartered Global Management Accountant (CGMA)

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