Citrin Cooperman Wealth Management, LP (CCWM) is an independent, SEC-Registered Investment Advisor (RIA) and an affiliate of the accounting and advisory firm Citrin Cooperman & Company, LLP. The firm provides fee-based, fiduciary financial planning and investment management services. Operating with a goals-based approach, CCWM works with high-net-worth individuals, families, and institutions to develop tailored strategies covering investment management, retirement planning, estate planning, and risk management. Their mission is to serve as a trusted advisor, providing objective advice and customized solutions to help clients achieve their long-term financial objectives.

Founded in

United States