Welcome to Joel Isaacson & Co.

Joel Isaacson & Co. LLC is a leading independent wealth management firm in New York City—with the knowledge and resources to plan for our clients’ needs. For over 20 years, we have been providing comprehensive fee-only wealth management services to our clients. Our independence means that our focus is clearly on our clients’ best interests. We are not attached to any big institutional firms and we maintain our objectivity at all times to provide our clients with our best possible advice to help them achieve their personal and business goals.

Our difference: A unique combination of sophisticated planning, investment management and highly integrated tax strategies set Joel Isaacson & Co. apart from our competition.

The benefits to our clients are clear: We provide long-term, innovative wealth management and truly individualized personal service, year after year, from generation to generation.

Joel Isaacson & Co. is registered as an investment adviser with the Securities and Exchange Commission.


Joel Isaacson & Co., LLC named Leading High Net Worth Advisor in March 2016
Joel Isaacson was recognized as a leading high net worth advisory firm.  Firms that were eligible focus on financial and retirement planning and a great majority of the clientele fall into the high net worth demographic channel .   



Isaacson Update & Special Reports

Market Update – Summer 2016

U.S. markets were initially range-bound for most of the 2nd quarter until June, when the relative calm in global stock markets came to an abrupt end. Upending most forecasts and taking world financial markets by surprise, the UK voted to leave the European Union on June 23. In the wake of the vote, British pound sterling fell 11%, its lowest level since 1985. The euro fell 2.4% versus the dollar. Global equities plummeted.  Then in the week following Britain’s historic vote, global equities rallied, despite still significant uncertainty regarding the economic, political, and financial market implications of Brexit. When the dust had settled, developed international and European stocks remained in the red, while U.S. stocks edged into positive territory. The big winners in the quarter were emerging-markets stocks, which gained 4.9%. On the domestic equity side, high dividend strategies continued to lead the way.

Falling bond yields, driven by economic growth concerns; central banks’ interest rate policies and demand for perceived risk-free assets, have been the other big story of late. While we do not expect a sharp rise in interest rates any time soon, at such low starting yields, expected returns for core bonds are low.

The quarter’s market upheaval and July’s bounce back was yet another reminder that successful investing requires patience and the understanding that investing is part of a process, not a one-off decision, toward achieving your long-term financial goals. There will be inevitable and unpredictable shorter-term market ups and downs along the way, and through these periods, it is our job to remain focused on the long-term objectives of our clients, maintaining a consistent investment discipline to guide our decisions over time. We hope that you enjoy the rest of the summer.