Citrin Cooperman Wealth Management, LP Employee Directory

Financial ServicesNew York, United States11-50 Employees

Whether your goal is professional money management, business succession, ensuring your retirement, or creating family or charitable trusts, you can count on Citrin Cooperman Wealth Management, LP (CCWM) to serve as your guide and ensure that your best interests and those of your family are kept paramount. 

CCWM offers clients in-depth personal financial planning and independent fee-based investment advisory services. Our team, including CPAs, CFPs, and a CFA recommends financial, estate and investment strategies, and then leads a team of a client’s legal, tax and other advisors to implement and administer the plan. Indeed, as our clients have come to appreciate, each CCWM Relationship Manager becomes your family financial advisor.

We provide a full suite of family office services for our clients. With Citrin Cooperman & Company, LLP, CCWM serves as a multi-family office (MFO), providing investment, financial planning and tax services all under one roof, in a boutique environment. CCWM offers a high level of service that is not based on transactions or products; rather, we provide solutions to enhance long-term client relationships. Our core MFO strengths include estate and trust administration, taxation, cash management and bill paying services, and moderating family meetings and retreats.

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