Cloud Capital Management is an independent, fee-only wealth management firm headquartered in White Plains, New York. As a Registered Investment Advisor, the company has a fiduciary duty to act in its clients' best interests. It specializes in creating and managing customized investment portfolios and providing holistic financial planning services for individuals, families, and institutions. Their approach focuses on long-term, tax-efficient investment strategies tailored to meet the specific financial goals of their clients.

Founded in

United States