Woodring | Ponticello & LeRoy 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.