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 to Forbes Top 50 Wealth Managers
Forbes, citing the continued growth of the RIA market segment, has named Joel Isaacson & Co., LLC to it Top 50 list. Read More

 

Isaacson Update & Special Reports

Spring ahead?

Global markets experienced a choppy quarter but ended mostly positive amidst the continued slow economic recovery in the United States and Europe, the change in leadership at the Federal Reserve, as well as developments such as Russia’s annexation of Crimea and further evidence that China’s growth is slowing. U.S. economic growth was complicated by severe winter weather that likely depressed some of the short-term indicators of the economy’s health. Overall, though, the picture remains one of modest but steady growth with a noteworthy rebound in housing alongside persistently slow-to-recover employment.  Stocks cooled from last year’s pace but posted small gains for the quarter. Core and municipal bonds were among the quarter’s stronger performers, reinforcing the important role they can play during uncertain times.

Overall, we remain mindful that we have not yet achieved “normal” economic status. Risks remain, whether they are geopolitical, a potential slowdown in China’s economy or how the Fed will unwind its very large balance sheet without major market upheaval.

Five years after the worst financial crisis since the Great Depression, we feel fortunate to be where we are today. Households have brought down debt levels (deleveraged) at a faster pace than expected and household balance sheets have improved significantly as the housing and stock markets have risen. In fact, household net worth is now higher than pre-crisis highs.

As always, we appreciate your confidence and welcome questions about your individual situation.