Financial Advisor in New York City
Bring Your Financial Life From Chaos to Clarity.
Your financial life touches everything you care about—from your family and career to your future retirement, whether you stay in the city or eventually head upstate. At Cammareri Wealth Management Group, we serve professionals, families, and business owners in New York City from our Goshen-based, family-owned firm, helping you simplify investments, retirement, insurance, Medicare, and estate decisions under one roof.
Whether you work on Wall Street, in the corporate world, at a firm in Midtown, or run your own business in one of the boroughs, we’re here as a fiduciary financial advisor to help you get organized, make confident decisions, and move from financial chaos to clarity.
Local Financial Planning for NYC Professionals and Families
Guidance That Fits Your Life, Not Just a Spreadsheet
Life in New York City comes with unique opportunities—and complexity. You may be navigating demanding careers, equity compensation, high cost of living, multiple 401(k)s or retirement plans, private school or college planning, and decisions about whether to stay in the city long-term or eventually move to the Hudson Valley or another region.
We take the time to understand your lifestyle, cash flow, tax picture, and long-term vision. Then we build a coordinated plan around it—one that balances growth, protection, and tax awareness, and that feels realistic for your day-to-day life in NYC.
A Comprehensive Approach to Your Financial Life
Managing money isn’t just about one account or one decision. We help bring the major pieces together so your plan actually works in real life:
Wealth Management and Investment Guidance
We design investment strategies aligned with your goals, time horizon, and comfort with risk—not just the latest headlines or trends. From taxable brokerage accounts and employer plans to IRAs and outside investments, we help you consolidate scattered portfolios and create a coordinated wealth management strategy for the long term.
Retirement Planning for NYC Careers
Whether you plan to retire in the city, relocate, or shift to part-time work or consulting, we help you answer the big questions: When can I retire? How much can I spend? Which accounts should I use first? Your retirement income plan is built around your actual lifestyle, career path, and goals—not generic rules of thumb.
Estate, Wills & Trusts Coordination
We don’t draft legal documents, but we do make sure the financial side of your estate plan is clear and organized. That includes coordinating with your estate planning attorney on wills and trusts, aligning beneficiaries across accounts, and thinking through how you want to support children, extended family, or charitable causes in New York City and beyond.
Insurance, Long-Term Care, and Protection Planning
From life insurance to long-term care strategies, we help you protect the people and priorities that matter most. We review what you already own through work and individually, identify gaps or overlaps, and make sure your coverage fits your broader wealth, retirement, and estate plans instead of being a standalone decision.
Medicare & Social Security Decisions
Medicare and Social Security are major pieces of your retirement picture. We help you understand your options, timing, and tradeoffs, then integrate those decisions into your overall income and tax strategy so the benefits you’ve earned work as hard as possible for you in retirement—no matter where you live.
Get Started
If you’re looking for a financial advisor serving New York City who can help you consolidate scattered accounts, clarify your retirement path, and coordinate investments, insurance, Medicare, and estate planning under one roof, we’d be glad to talk.
