AJ Wealth Employee Directory

Financial ServicesNew York, United States11-50 Employees

AJ Wealth is a comprehensive wealth management company. We believe that thoughtful planning and a clear focus on your objectives creates peace of mind, efficient use of time and wealth preservation. We accomplish this by analyzing all pieces of your financial life and objectively designing a comprehensive plan that we implement and monitor.

Our mission is clear: Enhance our clients'​ financial lives with excellent, disciplined and trusted advice based on years of experience and an intimate understanding of your entire financial life, including: 

Asset management | Income taxes | Estate planning | Life, property & disability insurance | Cash flows | Philanthropic planning | Compliance | International assistance

There are many different types of advisors out there; investment advisors, accountants, insurance agents, attorneys and bankers. All of these advisors specialize in one particular field and many purport to be able to help you with all financial matters. However, there are very few advisors who can truly and effectively integrate and help with all financial matters. Further, while advisors may be experts in their particular field, they are typically missing the other piece of the equation that leads to exceeding a client's expectations. The missing piece is understanding a client's expectations, so they can be exceeded. It's this lack of attention to you that also leaves most advisors unable to effectively apply their knowledge to your specific circumstances.

We make your financial life simpler, allowing you the freedom to live your life as you choose. 

AJ Wealth
28 Liberty Street, Suite 2850
New York, NY 10005
Phone: 212.729.7750 
Fax: 888.712.1647
info@ajwealthllc.com

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