345 Wealth Management

345 Wealth Management is a New York-based firm that operates as a fiduciary, committed to providing unbiased and objective financial advice. Founded on the principle of placing client interests first, the firm offers a holistic approach to wealth management, integrating financial planning, investment strategy, retirement planning, and estate planning. As a fee-only advisor, their revenue comes directly from clients, not from commissions on selling financial products, which is intended to align the firm's interests with those of its clients.