Who We Are

At Bone Fide Wealth, LLC, we are not your traditional financial advisor. We are a team of Certified Financial Planners (CFP) based in NYC, dedicated to helping our clients navigate the complexities of today’s financial landscape. Our approach is unique, focusing on providing personalized and comprehensive wealth management solutions tailored to each individual’s goals and aspirations.

We pride ourselves on being more than just financial advisors – we are your coach, counselor, consultant, and confidant. Our goal is to empower you to take control of your finances, make informed decisions, and ultimately achieve financial success. As a fee-only Registered Investment Advisory firm, we offer independent and unbiased advice that is tailored to your specific needs.

With Bone Fide Wealth, you can expect a high level of expertise, professionalism, and dedication to helping you achieve your financial goals. We are committed to providing you with the tools and resources you need to secure your financial future and live life on your own terms.

What We Do

At Bone Fide Wealth, LLC, we offer a range of services designed to help you achieve your wealth management goals. Our services include:

• Comprehensive financial planning: We work with you to create a customized financial plan that addresses your unique needs and goals.
• Investment management: We help you build and manage a diversified investment portfolio tailored to your risk tolerance and objectives.
• Retirement planning: We help you plan for a secure and comfortable retirement by creating a personalized retirement savings strategy.
• Tax planning: We help you minimize your tax liability and maximize your tax efficiency through strategic tax planning strategies.
• Estate planning: We help you protect and transfer your assets to future generations through comprehensive estate planning services.

Our team of experienced Certified Financial Planners (CFP) is dedicated to providing you with the guidance, support, and expertise you need to navigate the complexities of today’s financial landscape. Whether you are just starting out on your financial journey or looking to grow and protect your wealth, Bone Fide Wealth is here to help.

Why You Should Use Us

There are many reasons why you should choose Bone Fide Wealth for your wealth management needs. Here are just a few:

• Expertise: Our team of Certified Financial Planners (CFP) has the knowledge and experience to help you achieve your financial goals.
• Personalized service: We take the time to understand your unique needs and goals, crafting a customized financial plan that is tailored to your specific situation.
• Fee-only structure: As a fee-only Registered Investment Advisory firm, we are committed to providing you with unbiased and transparent advice that is in your best interest.
• Technology-driven approach: Our cutting-edge technology platform gives you seamless access to your financial data and our firm, making it easy for you to stay informed and in control of your finances.

By choosing Bone Fide Wealth, you can rest assured that you are working with a team of professionals who are dedicated to helping you achieve financial success. We are here to guide you every step of the way, empowering you to make informed decisions and secure your financial future.

What Can You Ask?

Here are some examples of questions you can ask Bone Fide Wealth:

• How can I create a personalized financial plan that aligns with my goals?
• What investment strategies should I consider based on my risk tolerance and time horizon?
• How can I minimize my tax liability and maximize my tax efficiency?
• What steps can I take to plan for a secure and comfortable retirement?
• How can I protect and transfer my assets to future generations through estate planning?
• How do I access and utilize the technology platform provided by Bone Fide Wealth?
• What sets Bone Fide Wealth apart from other financial advisory firms in NYC?