Investment Management

Investment Management Services New York - Empire State Asset Management

Focusing on Your Goals – Not Picking Stocks

In today’s uncertain economy, financial planning has become increasingly important. With an overwhelming number of options for saving and investing, managing your finances can be difficult. Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future.

One of the benefits of being an independent firm is the flexibility we have in choosing our investment management partners. There is no affiliation with a particular investment company which allows our advice to be objective and independent.

As a full-time fiduciary, we don’t change our standards with the circumstances of the situation. Fiduciary duty means we are legally bound to act at all times for the sole benefit and interest of our clients. This is the highest act of loyalty, trust and care as established by law.

Helping People Improve Their Financial Health

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  • Retirement Planning

Let’s take a close look at your potential retirement-income sources.

  • Investment Management

Let us explain the principles & strategies that can enable you to create an investment portfolio that reflects your risk tolerance, time horizon, & goals.

  • College Planning

Establish an effective savings plan to financially prepare you and your family for the cost of higher education.

  • Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.

  • Tax Planning

Tax Planning and Preparation to meet the financial goals of Individuals, Families and Businesses.

  • Insurance

Insurance transfers the financial risk of life’s events to a company that can help protect your family from the financial consequences of those events.

  • Multi-Generational Wealth Management

Establish a comfortable retirement and leave a legacy for your family by establishing comprehensive wealth plan early on.

Ready to Talk?

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

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