Ponticello & Associates is a New York based wealth management team that represents successful individuals and families in financial transition, as well as select endowments and non-profits. Our focal point is providing personalized investment structure and customized wealth planning consultation to help accomplish the complex and evolving goals encompassing wealth accumulation, wealth cash-flow planning, capital preservation, and legacy creation guidance.We appreciate our clients' needs for planning/wealth structuring, investment management, lending, trust services including charitable and family foundation services, banking, and fee transparency.
No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.
CPFA®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
