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. 25th Anniversary Celebration
Thank you to the best staff and clients who made celebrating 25 years possible. A special thank you to all who braved a November snowstorm on Thursday, 11/15/18, to join us at the United Nations.
Click here to view Governor’s letter congratulating Joel Isaacson & Co. on celebrating 25 years.
Joel Isaacson & Co., LLC named to Forbes Top Wealth Advisors in February 2018
Rankings were based on considerations such as client retention, industry experience, assets under management and revenue generated. Important Disclosure Information
Click here to view our other awards.