Retirement Planners in New York to Consider

Navigating the financial landscape of New York can be overwhelming, especially when selecting a firm that aligns with your unique financial goals. Whether you’re preparing for retirement, seeking estate planning support, or exploring investment opportunities, having the right partner can make all the difference. Below is a list of 10 investment firms in New York to consider, each offering a distinctive approach to wealth management and financial planning.

1. Mayer Private Wealth Management

Mayer Private Wealth Management is a boutique financial advisory firm with over 30 years of combined experience in personalized wealth management. Their hallmark service is the “Mayer Road Map,” a four-step strategy that includes goal setting, data collection, plan creation, and digital onboarding. They offer a wide range of services from investing to estate and life insurance planning, ensuring clients receive tailored and consistent financial advice.

Phone: 212-490-4584
Email: [email protected]
Address: 641 Lexington Ave, New York, NY 10022
Website: http://mayerprivatewealthmanagement.com/

2. Cabot Lodge Securities LLC

Cabot Lodge Securities LLC offers both traditional and alternative investment solutions including hedge funds, private equity, and green technology. The firm adopts a personalized, open-architecture approach that emphasizes transparent communication and strategic partnerships, allowing clients access to a wide spectrum of investment tools.

Phone: 212-388-6200
Email: [email protected]
Address: 200 Vesey St 24th fl, New York, NY 10281
Website: https://clsecurities.com/

3. Alexander Capital L.P.

Founded in 1995, Alexander Capital is known for its full-service boutique investment banking, wealth management, and equity trading. Their team leverages proprietary analytics to guide clients, especially in sectors like tech and healthcare. The firm maintains an “Open Architecture” model, allowing for fully customized strategies beyond in-house products.

Phone: 212-687-5650
Email: [email protected]
Address: 17 State St, New York, NY 10004
Website: http://alexandercapitallp.com/

4. Capstone Wealth Management

Capstone is a fee-only Registered Investment Advisor focused on risk-managed investment strategies and real-time financial planning tools. They offer services such as estate, charitable, and retirement planning while maintaining a fiduciary standard to always act in clients’ best interests.

Phone: 646-214-8700
Email: [email protected]
Address: 20 Broad St, New York, NY 10005
Website: https://www.careformywealth.com/

5. Oladipo Wealth Management

Founded by Lanre Oladipo, this firm specializes in financial strategies built around individual and business financial goals. Services range from investment planning to insurance and business succession strategies. The team emphasizes confidentiality and client-centered advice across all services.

Phone: 646-473-4178
Email: [email protected]
Address: 1 Penn Plz Ste 2035, New York, NY 10119
Website: https://oladipowealth.com/

6. Fuest & Klein Wealth Advisors

Fuest & Klein offer educational resources and personal financial planning services that prioritize clarity and digital accessibility. Their approach combines traditional service values with modern tools to support clients’ evolving financial literacy and investment needs.

Phone: 917-397-7996
Email: [email protected]
Address: 43 W 33rd St, New York, NY 10001
Website: http://www.fuestklein.com

7. Heron Wealth

Also known as Wealthspire Advisors, Heron Wealth supports clients through major life transitions with custom strategies in estate, business succession, and investment planning. Their fiduciary model, supported by over 370 professionals nationwide, ensures consistent, client-focused advice.

Phone: 347-580-5280
Email: [email protected]
Address: 521 5th Ave Fl 15, New York, NY 10175
Website: http://www.heronwealth.com

8. Lenert Financial Group

With over 16 years of experience, Lenert Financial Group combines insurance and investment planning with a strong value system rooted in integrity. As part of the New York Life Insurance Company network, they deliver customized financial solutions with a focus on long-term peace of mind.

Phone: 212-261-0223
Email: [email protected]
Address: 120 Broadway, New York, NY 10271
Website: https://www.lenertfinancial.com/

9. Wealth Partners Advisors LLC

This independent advisory firm led by Jeffrey Kerman offers holistic services that encompass financial, tax, estate, and insurance planning. The firm’s objective, product-agnostic approach ensures each client receives tailored advice designed to grow and protect wealth over time.

Phone: 212-689-6700
Email: [email protected]
Address: 14 E 60th St, New York, NY 10022
Website: http://www.wealthpartnersadvisors.com/

10. MSCI Inc.

MSCI provides decision-support tools used globally by institutional investors. Their suite of offerings includes ESG ratings, factor investing tools, and extensive analytics. Known for indices like MSCI World and Emerging Markets, the company continues to lead in sustainable and climate risk investing.

Phone: 212-804-3900
Email: [email protected]
Address: 250 Greenwich St, New York, NY 10007
Website: http://www.msci.com/

Choosing an investment firm in New York means navigating a competitive landscape of qualified professionals. Each firm above brings its own perspective and specialties to wealth management. By aligning with one that resonates with your values and financial objectives, you’re taking a significant step toward long-term financial clarity and confidence.