Your Trusted Advisor

For All of Life’s Stages

Care-Based Finance

Share your goals and dreams with us.

For many, understanding every aspect of personal finance can be daunting.

From investments to retirement to insurance, the decisions can be overwhelming. Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that address your needs.

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Why We’re Different

The Fiduciary Standard to which financial professionals must adhere to has been a turbulent point of contention these past few years. Advisors were not required to disclose pertinent information nor act in the best interest of their clients as long as they satisfied their contractual obligations to the bare minimum.

In 2016 the Obama administration sought to revise these methods; demanding advisors act in the best interests of their clients rather than their own. The law was officially struck down in March of 2018 after multiple lawsuits were filed by some of the largest players in the financial management industry.

Not a single piece of legislation could ever replace a solid moral foundation. At ESAM, our success is measured by the satisfaction and profits of our clients, regardless where they are in life. Whether just beginning, investing with a modest quantity, or seeking to invest a significant amount you will be treated to the highest standard of care.

It may have once been a law, but it has ALWAYS been our law.

Our goal as a firm is to create a deep and long-lasting relationship with each client. As a Wealth Management client of our firm, you will receive comprehensive financial planning services and continuous management of your portfolio. We believe that comprehensive planning is critical to the investment management process.

We also meet with our clients where it is most convenient to them. Whether that is our office, your home or another location of your choosing. We want to make financial planning as easy and comprehensive as possible.

At Empire State Asset Management, LLC we believe that no amount of education or experience can take the place of compassion and integrity. That is why for over 29 years our success has been a direct result of our focus on building personal connections and lasting relationships.

Throughout these years, it has been both humbling and gratifying to have had the opportunity to council individuals and families from all walks of life. It is this diversity that has provided us with a unique perspective of the needs of our community.

Whether you are preparing for retirement, saving for a child’s education, focused on leaving a lasting legacy, our team’s mission is to help you achieve the financial well-being you are seeking.

Caring. Practical. Independent.

Helping You Pursue Your Financial Goals

About ESAM

Specialty Services

  • Estate Planning

  • Retirement Planning
  • Investment Management

  • College Planning
  • Tax Planning

  • Multi-Generational Wealth Management

Ready to Talk?

Let us help you take some of the mystery out of
preparing for your financial future.

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