At The Balducci Wealth Management Group, we serve accomplished individuals who demand more from a financial advisory team. For those who generate wealth – and need to abide by specific guidelines – we have a proud tradition of providing clients in similar circumstances with an optimal service experience.

As our reputation continues to grow, so does our clientele. Today, we work closely with senior-level executives at major worldwide insurance and reinsurance companies (as well as other publicly traded companies), current and retired partners of “Big Four” accounting firms, technology professionals and major New York law firms, consulting professionals, entrepreneurs, and generations of their families.

Given the ambitious nature of clients, new opportunities and obstacles invariably present themselves. That’s why we speak to clients on a regular basis. We feel privileged to bring them strong continuity of service and genuine understanding.

There are no shortcuts to what we do. As a dedicated six-person team along with three specialists, we’re as motivated as the clients we serve – and look forward to assisting others who can benefit from our experienced knowledge and focus.