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Joel Isaacson & Co., LLC
Institutional Wealth Manager
Joel Isaacson & Co. LLC is a leading independent wealth management firm in New York City, providing comprehensive fee-only wealth management services for over 20 years. The firm is focused on offering objective financial advice, free from affiliations with institutional firms, to help clients achieve personal and business goals.
Overview and Management
Establishment Year
1993
Mission
To empower clients to take control of their financial lives and guide them in achieving their financial objectives through personalized services.
Values
Transparency, objectivity, client-first focus, and personalized service.
Investment Roles
Direct Investor
Participant Demographics
High-net-worth individuals, families, business owners, executives, and entrepreneurs.
Generational Wealth Planning
Offers estate planning and trust services to ensure family wealth is preserved and aligned with client wishes across generations.
Risk Tolerance
Tailored investment strategies based on individual risk tolerance and financial goals.
References or Case Studies
Team Experience
Over 50 professionals with specialized expertise.
Notable Achievements
Multiple awards and rankings, including Forbes Top RIA Firms and Barron’s Top 100 RIA Firms.
Project Track Record
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
SEC
Compliance History
No major violations mentioned.
mailbox@joelisaacson.com
Phone Number
212-302-6300
Address
New York United States