About
Independent, fee-only fiduciary financial planning and investment advisory firm with offices in New York and Santa Fe.
Independent, fee-only fiduciary financial planning and investment advisory firm working as a virtual advisor or in-person with clients. At Wharton Wealth Planning, a Certified Financial Planner™ will help clients navigate life events (retirement, divorce, inheritance, career) by structuring financial plans and investment portfolios to achieve long-term goals. As an independent Registered Investment Advisor firm, we don’t restrict ourselves to working with specific products or families of funds...
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Services
Financial Advisor
Financial Planning
Investment Planning and Reviews
Retirement Planning
Estate Planning
Tax Planning
Insurance Needs Analysis
Budgeting- Debt and Cash Flow
Charitable Giving
Employee Stock Options
Environmental, Social, and Governance Investing ("ESG")
Fee Only Financial Advisor
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Current Hours
- Sun CLOSED
- Mon 8:30 AM - 5:30 PM
- Tue 8:30 AM - 5:30 PM
- Wed 8:30 AM - 5:30 PM
- Thu 8:30 AM - 5:30 PM
- Fri 8:30 AM - 5:30 PM
- Sat CLOSED
-
Tue 8:30 AM - 5:30 PMOPEN NOW
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Detailed Information
- Location Typeunknown
- Opening Date2006-10-06
- Annual Revenue Estimateunknown
- SIC Code show
- Employeesunknown
- Contactsshow
- Contact David Rosenstrock