Growing and protecting your wealth can be a stressful and daunting
Passing your estate to your heirs and/or to charity in a
meaningful and efficient manner is equally as complex.
It means looking at the “big picture” to truly understand
how the financial decisions you make today will affect your future.
Whether your goal is professional money management, business succession, ensuring your retirement, or creating family or charitable trusts, you can count on Citrin Cooperman Wealth Management, LP (CCWM) to serve as your guide and ensure that your best interests and those of your family are kept paramount. We take an holistic approach to wealth management and take pride in our responsiveness and independence.
CCWM offers clients in-depth personal financial planning and independent fee-based investment advisory services. Our team of in-house experts, including CPAs, CFPs, and a CFA recommends financial, estate and investment strategies, and then leads a team of a client’s legal, tax and other advisors to implement and administer the plan. Indeed, as our clients have come to appreciate, each CCWM Relationship Manager becomes your family financial advisor.
We provide a full suite of family office services for our clients. With Citrin Cooperman & Company, LLP, CCWM serves as a multi-family office (MFO), providing investment, financial planning and tax services all under one roof, in a boutique environment. CCWM offers a high level of service that is not based on transactions or products; rather, we provide solutions to enhance long-term client relationships. Our core MFO strengths include estate and trust administration, taxation, cash management and bill paying services, and moderating family meetings and retreats.
To learn more about CCWM, please contact David Bruckman, JD, MS Tax: firstname.lastname@example.org or 212-697-1000.
Our services include:
Investment Management & Advisory Services
- Portfolio review and analysis
- Strategic asset allocation analysis
- Independent, fee-based investment services. Client assets are separately held at Schwab Institutional, the custodian.
- 401(k) and Pension Plans
Personal Financial Planning
- Estate and trust planning
- Fiduciary counseling
- Multigenerational wealth transfer
- Asset protection
- Educational funding
- Business succession
- Private foundations and charitable trusts
- Retirement Planning
Wealth Preservation Services
- Life insurance analysis, design and brokerage
- Long-term care insurance
- Long-term disability insurance
- Employee benefits*
Family Office Services
- Cash management, bookkeeping, and bill paying
- Trust monitoring and administration
- Family meetings
- CCWM provides customized solutions
*Insurance products brokered through CC Employee Benefits, LLC
Our clients are located throughout the United States and also include expatriates and U.S. citizens living abroad. CCWM has offices in mid-town Manhattan; Philadelphia; Livingston, NJ; White Plains, NY; and Norwalk, CT. CCWM has assets under management in excess of $650,000,000.
Accounting Today recently named Citrin Cooperman Wealth Management as a “Wealth Magnet”, one of the top firms by AUM (in the 100+ Million Club) in the country. To view the clipping, please visit this link.