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Maximizing Your Financial Well-Being

Helping Physicians Make Better Financial Decisions

 

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HOW WE CAN HELP

 

Wealth Habits is an independent fee-only financial advisory firm in New York City. In a nutshell, we help our clients plan for the financial impact of major life events, so that they are prepared for life’s biggest moments. Such an approach has helped our clients live a more fulfilling life. Our financial services include investment management and integrated financial planning. While our specialty is all things for a starting physician — we help physician families get organized financially.

Client Meeting Times

MON-WED-FRI
8:00am – 1:30pm
4:30pm – 7:00pm

SAT
We are closed

SUN
9:30am – 4:30pm

Drop Us a Line

Don’t be shy. Let us know if you have any questions!

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When it comes to achieving your financial goals, how do you know if you are fully informed to take the right decision?