Founded in 1995, Sontag Advisory established itself as a New York-based wealth management firm dedicated to providing independent, objective financial advice. The firm specializes in serving high-net-worth individuals, families, and foundations with a suite of services including investment management, holistic financial planning, and trust and estate planning. In 2022, Sontag Advisory was acquired by Carnegie Investment Counsel, and it now operates as a division within the larger organization, continuing its client-focused mission with expanded resources and capabilities.

Founded in

United States