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.

Founded in

United States