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About SCHIFF WEALTH ADVISORS, LLC
SCHIFF WEALTH ADVISORS, LLC is a registered financial advisory firm based in New York City. The firm is dedicated to providing comprehensive wealth management services to its clients and has been doing so for over 15 years. The team at SCHIFF WEALTH ADVISORS, LLC is made up of experienced financial experts with a wide range of knowledge and expertise to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Offers a wide range of financial services tailored to meet each client’s unique needs
- Advises on wealth preservation, growth, and transfer strategies
- Offers ongoing guidance and support to help clients navigate the ever-changing financial landscape
- Employs a transparent and client-focused approach to financial planning and management
Facts and Insights
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
SCHIFF WEALTH ADVISORS, LLC offers a wide range of financial services to help clients achieve their financial goals. Some of the services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
SCHIFF WEALTH ADVISORS, LLC serves a diverse group of clients including:
- High-net-worth individuals
- Business owners
- Corporate executives
- Retirees
- Families
Fees & Compensation
At SCHIFF WEALTH ADVISORS, LLC, the fees and compensation are based on a transparent and client-focused approach. The firm charges a percentage of assets under management as its fee, which is deducted on a quarterly basis. The firm does not receive any commissions or kickbacks from any financial products, ensuring unbiased advice for clients.
Background
SCHIFF WEALTH ADVISORS, LLC was founded by John Schiff, a seasoned financial advisor with over 30 years of experience in the industry. He is a Certified Financial PlannerTM professional and has a Master of Business Administration degree from Harvard Business School. Under his leadership, the firm has grown to become a trusted partner for clients seeking to build and protect their wealth.
Financial Advisor Disclosures to Know
As a registered financial advisory firm, SCHIFF WEALTH ADVISORS, LLC is committed to transparency. The firm adheres to all regulations and discloses any potential conflicts of interest to its clients. Some important disclosures to keep in mind include:
- The firm may have a financial interest in the products recommended to clients
- The firm may receive compensation from third-party providers for referring clients
- The firm may have relationships with other financial institutions
In conclusion, SCHIFF WEALTH ADVISORS, LLC is a reputable financial advisory firm with a proven track record of helping clients achieve their financial goals. The firm’s client-focused approach, experienced team, and wide range of financial services make it a top choice for individuals and families seeking expert financial advice.