Manhattan Wealth Management Group

Manhattan Wealth Management Group is a financial planner in New York, NY. This independent financial services firm provides comprehensive options to help individuals make informed decisions regarding retirement, college savings, and estate strategy. Their services include investment management, insurance, and risk management analysis. The firm maintains a 5.00 rating.

The firm operates through a three-step process involving data-driven analysis, individualized strategy, and comprehensive management. Founded in 2010 by Mathew Goldberg, the team includes professionals such as Augie Hernandez, who brings over 25 years of experience to the firm. The group utilizes a "Whole Client Model" to understand a client's goals, priorities, and obligations. As an independent firm, they focus on providing unbiased advice and ongoing support without conflicts of interest.

Located on Lexington Ave, the office is situated near the AKC Museum of the Dog and a short distance from the Grand Central-42nd Street train station.

The business maintains thorough, well-documented information online and possesses a well-optimized website that is easily read by search engines.

Manhattan Wealth Management Group provides personalized financial guidance and long-term wealth management for individuals and families throughout New York.

Services:

• Estate Strategy
• Insurance Solutions
• Investment Management
• Retirement Planning
• Tax Advisory