Pointcrest Wealth Management: Independent Fiduciary Advisors Serving NYC Families
As an independent, fee-only RIA based in New York City, Pointcrest Wealth Management provides fiduciary financial planning for individuals, families, and business owners navigating complex wealth decisions.
At Pointcrest Wealth Management, we believe that every client deserves a financial advisor who is legally required to act in their best interest. As a registered investment advisor (RIA) based in New York City, we operate as a fiduciary at all times — meaning our only obligation is to you, not to a product or commission.
Our team specializes in comprehensive financial planning for high-net-worth individuals and families in the New York metro area. Whether you are planning for retirement, managing a concentrated stock position, exercising stock options, or navigating an inheritance, we bring institutional-level expertise to every client relationship.