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Advice beyond investing… your goals are our goals.
In addition to our tailored investment management services, we work closely with you to define your overall financial objectives and deliver long-term plans designed to achieve them.
Your financial well-being extends beyond a successful portfolio. We work closely with you to address the comprehensive financial picture for your family and loved ones.
Our financial planning process begins by understanding your resources, obligations, and commitments you would like to make over time, including the nature and timing of your retirement, and the legacy you would like to pass on to future generations. We help you identify and address specific long-term planning challenges. We then deliver plans designed to meet those goals. We can partner with you to focus on strategies for cashflow budgeting, income taxes, insurance, trusts, estate planning, philanthropy and more.
Your situation will evolve over time, so we will continue to adjust and refine your plan over the course of your relationship with us.
Whether you are seeking to grow, preserve or protect your wealth, we work with you to develop a personalized plan that encompasses your custom investment strategy and long-term needs and goals.
While unique to your needs, our comprehensive conversations can include discussions around:
Inherited Wealth
Philanthropic Giving
Estate and Wealth Transfer
Insurance and Risk Management
Business Succession Planning
Education Planning
Retirement Planning
Long-Term Care
Executive Compensation, Stock Options, and Complex Compensation Plans
Trust Services
Tax Planning
Multigenerational Planning
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Ingalls & Snyder is a registered investment advisor and broker-dealer based in New York City. We provide investment management and related services to private clients and institutional investors.
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