Private Wealth Management in New York, NY
Private Wealth ManagementNew York, NY
Procyon provides private wealth management in New York for individuals, families, and business owners who need a more sophisticated approach to managing significant and evolving financials.
As a fee-based, fiduciary firm, we help clients across Manhattan and New York City coordinate their investment strategy, tax planning, and broader financial goals within one cohesive framework. Our focus is on helping you navigate the complexity of wealth planning, act with intention, and position your wealth for long-term success.
A commitment to client excellence that shows
Conducting our business in a way that puts our clients first is reflected in the external recognition we’ve received for providing outstanding service and expertise.
2026
NAPA’s Top DC Advisor Teams Multi-Office for 2026
2026
50 RIA Firms To Watch 2026
2023
12 Fastest-Growing RIAs: 2023
2021
National Association of
Plan Advisors Top DC Advisor Team
2019
National Association of
Plan Advisors Top DC Advisor Team
2017
Barron’s Top 30
Institutional Consultant
2017
planadviser Top 100 Retirement Plan Advisers
Is Private Wealth Management From Procyon Right For You?
In New York City, concentrated equity compensation, variable income, business ownership, and high tax exposure often create financial complexity. Procyon works with clients who need to coordinate an approach to managing these moving parts.
You may benefit from private wealth management in Glastonbury, CT if you are:
- Managing equity compensation, bonuses, or variable income structures
- Navigating high federal, state, and city tax exposure
- Experiencing rapid income growth or liquidity events
- Balancing personal wealth with business interests
- Planning for multi-generational wealth or legacy goals
At Procyon, our team begins with a deep understanding of your financial life that typically includes reviewing your assets, income, tax considerations, and long-term financial objectives.
From there, we build a strategy designed to help you:
- Optimize your investment strategy across public and private markets
- Improve tax efficiency in a high-tax environment like New York
- Align financial planning with your personal and professional goals
- Protect and preserve wealth across generations
Our financial advisors tailor a wealth planning strategy to reflect your unique circumstances, helping you navigate life transitions with ease and security.
MEET OUR ADVISORY TEAMBenefits of Procyon's Disciplined Approach to Wealth Management
- Fiduciary Advice That Prioritizes Your Best Interests
- A Transparent, Fee-Based Model
- A Collaborative Team With Expertise Across Investments, Tax, and Planning
- A Full Suite of Services Under One Roof
- Long-Term Relationships Built On Trust and Accountability
- Wealth Management Made Simple From a Trusted National Advisory Firm
A Cohesive Approach to Optimizing Your Financial Life
Private wealth management is most effective when every part of your financial life works together. Our approach focuses on three core areas to position your wealth for sustainable growth while managing complexity along the way.
Investment Management
A disciplined strategy designed to help grow and manage your assets over time.
- Guidance informed by Procyon’s in-house investment team and a disciplined, research-driven approach
- Portfolio construction aligned with your financial goals
- Ongoing monitoring and adjustments to your portfolio as needed
- Risk management tailored to your time horizon
Tax Strategy & Efficiency
Thoughtful planning to help reduce tax impact and improve long-term outcomes.
- Tax-aware investment strategies
- Coordination with tax planning and accounting
- Capital gains and income tax optimization
- Planning for liquidity events and retirement distributions
Retirement & Long-Term Planning
A structured plan designed to support your lifestyle and financial longevity.
- Retirement income planning and withdrawal strategies
- Social Security and distribution timing
- Long-term financial projections and scenario modeling
- Planning for your family’s future across generations
Explore Wealth Management Services
Private Wealth Management That Evolves with You
As your wealth grows, your financial strategy should evolve with it. As a boutique firm with enterprise-level capabilities, our tailored private wealth management services reflect the increasing complexity of high-net-worth and ultra-high-net-worth clients and the new demands of their growing financial lives.
Create a Strong Foundation
Align your investments with your financial goals and establish a disciplined, long-term plan.
Build a Coordinated Long-Term Financial Strategy
Implement advanced strategies, including tax-efficient investment management, concentrated position planning, and integrating multiple income sources into a unified plan.
Strengthen Wealth Preservation and Financial Planning
Prepare for retirement, support future generations, and coordinate estate and tax strategies within a broader financial plan.
Our role is to help your financial strategy evolve alongside your life and remain aligned with your long-term goals.
Private Wealth Management that Meets the Pace of New York City Life
Schedule a Complimentary Consultation with a
Procyon Financial Advisor Today
Growing and preserving wealth should reflect the pace and complexity of your financial life. As a trusted partner in New York City, Procyon provides private wealth management aligned with your investments, tax strategy, and financial future in one cohesive approach.
Whether you’re managing high-value assets, navigating complex compensation, or seeking a more structured approach to your financial life, our team of dedicated financial advisors is here with a well-defined strategy to help support your financial vision.
Connect with Procyon’s New York City team today and take the next step toward a more coordinated financial future.
Serving New York City and Manhattan
Our New York City office serves clients throughout Manhattan and the five boroughs, as well as individuals and families with complex financial lives across the broader New York metropolitan area. With deep experience in urban financial planning and access to the resources of a national firm, we provide strategies designed for the realities of the New York economy.
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FAQs About Private Wealth Management
in New York
How much does private wealth management cost in New York?
Private wealth management in New York typically involves a fee-based structure, often based on assets under management or the complexity of services provided. Given the higher cost of living and financial complexity in NYC, many clients seek comprehensive solutions that integrate investment management, tax planning, and financial planning into one coordinated service.
Why is a private wealth advisor important in New York City?
A private wealth advisor in New York City is important because of the unique financial challenges the region presents, including high state and city taxes, complex compensation structures, and a fast-paced investment environment. A coordinated strategy helps ensure these factors are managed efficiently.
What types of clients work with wealth management firms?
Wealth management firms in NYC often work with executives, entrepreneurs, finance professionals, and multi-generational families. Many clients have significant wealth tied to equity compensation, business ownership, or concentrated investments that require specialized planning.
How do wealth managers handle equity compensation in New York?
Wealth managers in New York help clients navigate equity compensation by developing strategies around vesting schedules, tax timing, diversification, and long-term planning. This is especially important for professionals with stock options or restricted stock units tied to their income.
Are alternative investments part of private wealth management?
Yes, private wealth management in NYC may include access to alternative investments such as private equity, private credit, or real estate. These opportunities are often used to diversify portfolios and align with long-term investment strategies for high-net-worth investors.
How is working with a wealth manager in New York different from other cities?
Working with a wealth manager in New York often involves addressing higher tax exposure, more complex income structures, and a broader range of investment opportunities. A local advisor understands these dynamics and can tailor strategies accordingly.
Can private wealth management help with multi-generational planning?
Yes, private wealth management helps families plan across generations by coordinating estate strategies, family governance, and wealth transfer planning. This is especially relevant for families in New York managing significant or growing wealth.