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. Important Disclosure Information