Life is filled with financial decisions.
We help you make the

right ones.

Safran Wealth Advisors is a New York based wealth management firm who places your interests first by delivering expert, unbiased financial planning and investment management.

 
 

We guide you through every phase of your financial life:  from developing your wealth to achieve what is important to you, to transitioning assets to future generations. We partner with you and act in your best interest to ensure your long term financial success.

We are an SEC Registered Investment Advisor, based in New York City.

 

SOLID FINANCIAL PLANNING
IS THE CORE
FOR MAKING SOUND DECISIONS.

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OUR PHILOSOPHY

At Safran Wealth Advisors we believe your success relies on the relationship you have with your advisor, the advice you receive to improve your life, and the fees you pay to achieve your life goals. Our clients are our first priority.

We collaborate with you and act as your thinking partner. We identify your wealth management challenges and create solutions. Your financial plan is thorough; it incorporates every aspect of your financial life that requires attention and action. We hold you accountable by keeping you motivated and help pave your way to achieve your financial goals.

We focus on providing wealth management, in depth ongoing financial planning and portfolio management. We work with many types of clients and are proud to service multiple generations of families. We have core competency in working with clients whose lives are in transition. 

We are a fiduciary in every capacity of our service—your interests come first.

 

HOW WE CAN HELP

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Financial Planning

  • Goal Setting

  • Cash flow analysis

  • Tax planning

  • Insurance analysis

  • Transition planning

  • Retirement planning

  • Estate planning

Investments

  • We create diversified low cost portfolios and ongoing management management to meet your personal and financial risk tolerance

  • We design for wealth creation as well as income distribution

  • Our portfolios use low cost index and passive investments

  • We do not earn commissions - we are a fiduciary

Wealth MANAGEMENT

  • We help you align your goals and dreams with your values

  • We help you coordinate with your existing resources, recommend strategies and monitor your progress