Circle Wealth Management, LLC
We are a privately owned firm where transparency is the norm, attention to detail is part of the DNA, and the company’s interests are always aligned with the interests of our clients.
Empowering our clients to reach their definition of success Be the trusted co-pilot for each of our clients and engage in thoughtful collaboration Offer comprehensive perspectives and customized planning and investment solutions Provide access to thought leadership and carefully vetted investment opportunities Challenge the status quo in pursuit of outcomes that better serve the interests of our clients Provide an exceptional overall client experience that transcends investment performance
Address: 126 East 56th Street 21st Floor New York, NY 10022, USA
Phone: +1 212 283 1000
FAX:
