How to Work With a Financial Advisor

Posted on June 10, 2019 by Marie Weitzman

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About Us

The economic challenges we face are new. The way we approach them must be, as well. Bone Fide Wealth equips our clients with the tools they need to approach today’s reality and succeed. We are not glorified brokers interested only in your account balances and what products we can sell you. We are here to serve as your: Coach. We help our clients identify their 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 go beyond the numbers to make sure you feel confident in your decisions. In other words, we are not your parents’ financial advisor. With a bespoke financial plan and technology that affords you unparalleled access to our firm, you can have full control of your finances and spend more time chasing the great things in life. Let us educate, empower and invest in you.

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Bone Fide Wealth, LLC
7 World Trade Center
New York, NY 10007

info@bonefidewealth.com

P: 212-390-1161
F: 212-390-1162

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Advisory services offered through Bone Fide Wealth, LLC, a Registered Investment Adviser. Privacy Policy

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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