Frederick Wells Advisors is a New York-based independent wealth management firm dedicated to offering personalized and comprehensive financial planning and investment management. The firm focuses on serving a select group of high-net-worth clients, including individuals, families, and businesses, by creating customized strategies to help them achieve their long-term financial goals. Their approach emphasizes a fiduciary standard, prioritizing client interests through tailored advice on asset allocation, retirement planning, and estate planning.

Founded in

United States