Bone Fide Wealth Employee Directory
Financial ServicesNew York, United States2-10 Employees
Bone Fide Wealth is a wealth management firm operating within the financial services sector. Based in New York City, it emphasizes a planning-first approach, taking time to understand a client's drivers, worries, and aspirations before advising on investments. The firm aims to educate and empower clients, arranging its guidance and portfolio decisions around what matters most to them, including the role of a spouse in planning. Its client base includes individuals and families across generations seeking tailored wealth guidance. With a small team based at 7 World Trade Center in New York, Bone Fide Wealth presents itself as a boutique firm within the broader financial services industry. The description implies a focus on planning and education as differentiators rather than a sole emphasis on investment products.