Savant Wealth Management
New York | New York

New York, New York

545 Fifth Avenue, Suite 1108
New York, New York 10017
Phone: 212.273.0400
New York, NY
  • New York, New York

Financial Advisors in New York, NY

At Savant Wealth Management, our New York, NY, advisors can help individuals and families make informed financial decisions aligned with their long-term goals. As a fee-only firm, we provide fiduciary guidance designed to help put your best interests first. Whether you’re preparing for retirement, managing significant wealth, or navigating a complex financial situation, our team provides personalized strategies to help you move forward with clarity. 

From our office at 545 Fifth Avenue, Suite 1108, we typically work with individuals and families who have $750,000 or more in investable assets, as well as those approaching significant financial milestones such as retirement, business transitions, liquidity events, or inheritances. Through both in-person and virtual meetings, our advisors can help clients navigate retirement planning, estate planning, tax strategies, investment management, and other important financial decisions. If you’re looking for a financial advisor in New York, schedule a call to start a conversation with our team. 

Why Work with a Financial Advisor in New York, NY, at Savant? 

Choosing a financial advisor in New York involves more than finding an office nearby. It’s about partnering with a team that understands your financial priorities and provides objective guidance aligned with your goals. At Savant Wealth Management, our New York advisors are committed to providing fiduciary, fee-only advice designed to help you make informed decisions and pursue long-term financial goals. 

Our approach integrates investment management, retirement planning, tax strategies, and estate planning into a coordinated financial plan. By bringing these important areas together, we can help clients gain a clearer understanding of their financial picture and make more informed decisions. 

Working with a local New York financial advisor also provides the benefit of ongoing support and personalized guidance. As your financial circumstances evolve, we can help ensure your strategy evolves with them. 

Financial Planning Services Offered at Our New York Office

At our New York location, we primarily assist women who have experienced or are navigating divorce. We designed our integrated team approach to help address the full scope of your financial life and help ensure your goal-driven financial plan is cohesive while you navigate this part of your life. 

Comprehensive Wealth Management

Investment Management

Financial Planning

Estate Planning & Wealth Transfer

Tax Advisory & Preparation

Trust Services

Accounting & Consulting Services

Company Retirement Plans
Navigate the Challenges of Divorce, financial tools and resources, New York

Financial Planning Tools and Resources for New York Residents

Navigating major financial decisions often starts with access to the right information. Our New York team provides educational resources, planning tools, and financial insights designed to help you evaluate your options and make informed decisions with clarity. Whether you’re planning for retirement, managing wealth, or navigating a significant life transition such as divorce, these resources can help support your financial journey. 

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Upcoming Webinars

Advanced Charitable Giving Stragegies for the Affluent

Advanced Charitable Giving Stragegies for the Affluent

September 9 | 1:00 PM CT

Legacy-Focused Giving – Discover approaches to charitable planning and philanthropy. Intended for those with $750K+ saved.

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Preserving Generational Wealth

Preserving Generational Wealth

September 16 | 1:00 PM CT

Legacy and Wealth Transfer – Learn about legacy planning and family wealth considerations. Designed for those with $750K+ in investable assets.

Register Now
Navigating Health, Wealth, and Estate Decisions

Navigating Health, Wealth, and Estate Decisions

September 23 | 1:00 PM CT

Health, Wealth, and Legacy – Explore how changing priorities can influence planning decisions. Best for investors with $750K+ saved.

Sign Up
Tax Strategies for High-Net-Worth Investors

Tax Strategies for High-Net-Worth Investors

September 30 | 1:00 PM CT

Wealth-Focused Tax Planning! Explore tax planning strategies for wealth management. Designed for those with $750K+ in investable assets.

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Webinars On Demand

Webinars On Demand

Did you miss our latest webinar? Do you like to do video learning on your own time? Catch our webinars on demand here or watch some of our “Ask an Advisor” series of videos for financial wisdom, available to you – anytime!

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FAQs About Financial Advisors in New York

What does it mean to work with a fiduciary financial advisor in New York?

A fiduciary must act solely in your best interests. At Savant, we embrace this responsibility by offering transparent, commission-free guidance tailored to your financial goals.

What should I bring to my first meeting with a financial advisor in New York?

To help us get a full picture of your finances, please bring documents like tax returns, investment summaries, insurance coverage details, and any estate-related paperwork.

How do I get to the Savant office in New York, NY?

Located at 545 Fifth Ave., Suite 1108, in Midtown Manhattan, our office is easily accessible via public transportation, with nearby subway stations including Grand Central Terminal and the Fifth Ave.-Bryant Park station. Paid parking is available in the vicinity.

Can a financial advisor help during or after a divorce?

Yes. A financial advisor can help evaluate the financial implications of divorce, including asset division, retirement accounts, cash flow planning, investment strategies, and long-term financial goals. Working with an advisor can help provide clarity and confidence during a significant life transition.

Why is financial planning important after a divorce?

Divorce often changes income, expenses, retirement plans, investment strategies, and estate planning needs. A comprehensive financial plan can help create a roadmap for your next chapter and ensure important decisions align with your long-term goals.

Do you work with women navigating divorce in New York?

Yes. Our New York team has experience helping women who are going through or recovering from divorce. Through an integrated planning approach, we help clients address the many financial considerations that can arise during this transition while building a strategy for the future.

What financial decisions should I consider after a divorce?

Common considerations include updating beneficiary designations, revisiting estate planning documents, evaluating retirement savings strategies, creating a new budget, and reassessing investment goals. A financial advisor can help prioritize these decisions and develop a plan moving forward.

financial advisor, New York

Connect with a Financial Advisor in New York, NY, Today

Financial transitions can create new challenges and opportunities. Our New York team specializes in helping women navigate divorce and other significant life changes through personalized financial planning, investment guidance, and long-term wealth strategies. Reach out to our office at 212.273.0400, or schedule a consultation to learn how we can help support your next chapter. 

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