Joel Isaacson & Co. LLC is a leading independently managed 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 one of AccountingToday’s Top 150 Firms by AUM
We are proud to announce that Joel Isaacson & Co. has been named one of AccountingToday’s Top 150 Firms by AUM. Our own CEO, David Peltz, was consulted for his thoughts around how the top CPA financial planners had to reshape many of their processes in the face of COVID-19 in order to meet or exceed their client’s expectations.
Joel Isaacson & Co., LLC named one of Barron’s Top Independent Advisors for 2020
We are proud to announce that Joel Isaacson & Co. has been named one of Barron’s Top Independent Advisors for 2020. Barron’s considers a number of factors when deciding which firms make the list, including assets under management, growth, and client retention. We are proud to have earned a place among such esteemed company, and we are grateful to our clients for their continued trust and partnership. Please click here to see the full list. IMPORTANT DISCLOSURES
Coronavirus Aid, Relief, and Economic Security (CARES) Act
On March 27th, the President signed into law the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This $2.2 trillion-dollar, 880 page piece of legislation contains an enormous amount of information that touches on many different aspects of our personal and professional lives. We thought it would be helpful to highlight portions which may affect you. Additionally, we have included an attachment from the U.S. Senate Committee on Small Business & Entrepreneurship which provides a summary and resources related to the Paycheck Protection Program for Small Businesses.
Market Update Regarding Coronavirus
Global markets are experiencing a material sell-off this week as investors become increasingly concerned about the impact of the Coronavirus (COVID-19). After reaching an all-time high on February 19th, the S&P 500 Index has shed roughly 11% as of midday Thursday, officially entering into a “correction” …
2019 Yearly Market Review
Stock markets in the U.S. and around the globe turned in a fantastic 2019, driven by U.S. equities, specifically large-cap U.S. equities. And along the way, 2019 brought plenty of records, including …
David Peltz Promoted to Chief Executive Officer
Joel Isaacson & Co. LLC (“JICO”), a leading wealth management advisor specializing in financial planning, investment management and tax strategies, announced today that David Peltz was promoted to Chief Executive Officer of JICO …