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Accessible Investing with the Best Fiduciary Advisors In NYC

By January 7, 2021No Comments
top wealth management firms in nyc

Building Portfolios Starts With Building Trust

When building your financial future, choose to work with a financial advisor you can get to know and really trust. The best fiduciary advisors build comfortable, reliable relationships with their clients. Payne Capital Management will match you with a professional fiduciary you feel confident in and craft a customized financial plan based squarely on your goals.

“You want to develop a relationship with a fiduciary you trust so you can work together to continue growing your assets for a long time,” says PCM senior wealth advisor Courtney Dominguez. “When you’re trusting somebody with your entire life savings, that’s a lot of trust to give someone.”

At PCM, most of their financial advisors are Millennials who have a long career ahead of them at the firm. Why does that matter? If you’re working with someone who plans to retire in the next few years, you have to start over with someone new, and that can be really stressful. “Having somebody who’s going to grow with you in your career is really beneficial,” Courtney adds. “It’s something most people probably don’t think about, but it’s definitely something worth considering when you’re looking for somebody to help with your financial goals.”

Wealth Management In New York: Help Your Investments Go With the Flow

The world is constantly changing, and it can feel scary to have your future financial situation hang in the balance with so many unknowns. As one of the top wealth management firms in NYC, Payne Capital Management works with their clients to strengthen their financial footing even in uncertain times.

“The world is changing so dramatically,” says PCM financial advisor Frankie Lagrotteria. “Find a fiduciary advisor who you can talk to and build a plan to get where you want to be. When things get crazy, maybe you need to change your investment strategy — but maybe you don’t! Find a great financial advisor to help you know when to sell and when to hold. Create a plan based on your goals, not your fears. Keep your long-term goals in mind with all your financial decisions. Even with the pandemic and political unrest and all the craziness happening in the world, when you look 20 years down the road, the immediate concerns start to become irrelevant.”

The Money Stuff You Didn’t Learn In School

It doesn’t matter how smart you are: most of us weren’t taught how to save and manage money. As one of the premier wealth management companies in New York City, PCM brings their wealth of financial investment management knowledge to every conversation and every client relationship. 

You don’t need anything more than the will to create a secure financial future. When you connect with a fiduciary at PCM, they do the leg work for you and bring you the best portfolio management recommendations based on their decades of research and experience.

The personal financial advisors at PCM just do things differently. Most firms are purely focused on your investments. PCM is focused on your life plan: your needs, your dreams, and your goals. Give them a call today to find out for yourself why wealth management in New York is better with a fiduciary you can trust.