Schedule a Conversation with Our New York City or Santa Fe (N.M.) Fee-Only & Fiduciary Certified Wealth Advisor Team
Virtual and In-Person Financial Planning and Investment Advisory Services to Plan Your Financial Future
Wharton Wealth Planning (CFP®) Locations:
Send Us a Message
Our experienced, dual-credentialed CERTIFIED FINANCIAL PLANNER™ (CFP®) and MBA, investment team in Manhattan, New York, and Santa Fe, New Mexico, would be happy to answer any questions you may have about long-term financial planning and investments.
To create and implement a financial plan that best suits your needs, contact us to learn about our wealth planning process. Our team has over 25 years' of experience in professional finance. We assist individuals and families in New York, Santa Fe (New Mexico), Los Alamos (New Mexico), and surrounding areas. We serve clients throughout the country with their retirement planning, investment management, and cash-flow needs. We are held to the fiduciary standard which obligates us to put your interests ahead of our own. We do not accept commissions or other compensation from financial product companies. Rather, our clients compensate us directly for our professional, independent, and objective advice.
Our offices are conveniently located near Columbus Circle (southwest corner of Central Park) in Manhattan, and on Washington Avenue between Marcy and Palace, just steps from Santa Fe's historic plaza in New Mexico. We are always willing to work virtually to save you time. Call or contact our New York or Santa Fe office for a no-obligation consultation.