Let me help you build the financial future you want.
Independent. Fee-Only. Fiduciary.
What We Do
At Wealth Habits our primary goal is to understand our client’s needs and goals AND deliver a highly customized and comprehensive planning and investment solution.
Integrated Financial Planning
Investment Management
Our mission is to help you design, implement, manage, and monitor your portfolio based on your goals, timing, and risk tolerance.
Limited Scope Projects
We offer standalone, limited-scope projects such as investment review, and stock compensation optimization. They’re designed to help you address the most pressing issues in a concise, actionable manner.
Blog & Insights
We publish articles with the intention to educate you on your path to financial freedom. We are here to share with you the proven strategies, tools, and tactics that you need to achieve your goals more quickly and more efficiently.
My Story
I have over 10 years of experience in the financial industry. I bring to the table extensive knowledge in tax strategy, financial planning, and investment management.
This becomes necessary and valuable when dealing with complex financial planning questions that require a deep understanding of many variables, calculations, and tax laws. This is not the typical expertise of a financial advisor.
Only someone who is a trained, experienced, and credentialed CPA and CFP® can help you effectively answer such questions in one, unified conversation
About Wealth Habits
Wealth Habits is an independent fee-only (fiduciary) 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. Our financial services include investment management and integrated financial planning. While our specialty is all things for a starting couple — we help families get organized financially.
Our Mission
Wealth Habits is on a mission to transform and democratize the way financial advice is delivered to business owners and educated professionals. We build collaborative relationships and bridge the knowledge gap because everyone deserves an equal chance to succeed.
CFP®. Fee-Only. Fiduciary. What does it mean? Why does it matter?
“ Look for a financial adviser who is a certified financial planner (CFP). They’re licensed and regulated, plus take mandatory classes on different aspects of financial planning.
Consider the planner’s pay structure. You typically want to avoid commission-based advisers. Planners who work on commission may have less than altruistic incentives to push a certain life insurance package or mutual fund if they’re getting a cut of that revenue.”
Look for a fiduciary. In short, this means the planner has pledged to act in a client’s best interests at all times….This point is critical, and should be a deal breaker if a prospective planner is not a fiduciary.”
Drop us a line
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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?