Grunfeld & Associates

Merrill Private Wealth Management

One Bryant Park
Floor 28
New York, NY 10036
(212) 680-5938
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Your life is about more than investments. It’s about your business, your family and your legacy across generations. We work with a limited number of individuals and families, offering highly personalized, boutique-like services and goals-based wealth management strategies for your financial life.
Grunfeld & Associates
Merrill Lynch Wealth Management
Recognition
Joseph Grunfeld
Managing Director, Private Wealth Advisor
Forbes "Best-in-State Wealth Advisors" list in 2018, 2019-2022
Our Approach
Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Meet Our Team
Joseph Grunfeld,

CEPA®

Managing Director, Private Wealth Advisor
212.680.5938
Kenneth Weitzman,

CFP®

Senior Vice President, Wealth Management Advisor
212.236.7187
Vijay Chandar
Assistant Vice President, Private Wealth Manager
212.418.2828
Yasmine Soliman
Private Wealth Client Associate
212.680.5979
Casey Wheatleigh Wolff
Registered Private Wealth Client Associate
212.418.2825
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.