Bone Fide Wealth, LLC

The economic challenges we face are new. The way we approach them must be, as well. Bone Fide Wealth equips our clients with the tools they need to approach today’s reality and succeed. We are not glorified brokers interested only in your account balances and what products we can sell you. We are your: Coach We help our clients identify their goals and achieve them. Counselor We address your specific financial situation and guide you through the tough decisions. Consultant We help improve your career or business with creative financial strategies. Confidant We go beyond the numbers to make sure you feel confident in your decisions. In other words, we are not your parents’ financial advisor. With a bespoke financial plan and technology that affords you unparalleled access to our firm, you can have full control of your finances and spend more time chasing the great things in life. Let us educate, empower and invest in you. Services Financial Planning A detailed roadmap to your financial life Complete context to your financial decisions Quarterly client service meetings Investments Disciplined and diversified strategies tailored to your specific goals Passive and low cost approach with a transparent fee structure Insurance Protect what’s matters most Life, health and disability insurance Workplace Benefits Retain and motivate your talent Leverage tax strategies for your business

Address: 4 World Trade Center, New York, NY 10007, USA

Phone: +1 212 390 1161
FAX: +1 212 390 1162