New York City’s Financial Advisor for Millennials

The economic challenges we face are new. The way we approach them must be, too.

Bone Fide Wealth equips people with the tools they need to approach today’s new financial landscape and succeed. We aren’t just glorified brokers interested in managing your assets and selling you products. We will serve as your:

Coach

We help you identify your goals and achieve them.

Counselor

We address your specific financial situation and guide you through the tough decisions.

Consultant

We improve your career or business with creative financial strategies.

Confidant

We move beyond the numbers to ensure you feel comfortable with your decisions. And when you don't, we adjust.

We are a fee-only Registered Investment Advisory firm that provides independent, relatable, and tailored advice.

With your custom comprehensive financial plan from a CERTIFIED FINANCIAL PLANNER™ and technology that affords you seamless access to your data and our firm, you can take control of your money and spend more time living. We will educate, empower, and invest in you.

 

Financial Services

Financial Planning

  • Annual detailed roadmap for your financial life
  • Complete context for your financial decisions
  • Quarterly client service meetings
Learn More About Financial Planning

Investing

  • Disciplined and diversified strategies tailored to your specific goals
  • Passive and low-cost approach with a transparent fee-only structure
  • Education on alternative investment strategies, real estate, and cryptocurrency
Learn More About Investing

Risk Management

  • Protect what matters most
  • Determine life, health, and disability insurance needs
Learn More About Risk Management

Workplace Benefits

  • Establish and maintain employer-driven retirement plans
  • Leverage tax strategies for your business
Learn More About Workplace Benefits

Your Team

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Douglas A. Boneparth, CFP®

Financial Advisor | President
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Marie Weitzman

Vice President
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Heather Boneparth

Director of Business
and Legal Affairs

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