The Lipski Group
We are a New York City-based Wealth Management team committed to delivering sophisticated financial advice and superior execution. With specialized experience in strategic planning, life insurance, corporate benefits, equity compensation, and business transitions, we help clients navigate complex financial decisions with confidence. Our clientele includes business owners, financial professionals, attorneys, and senior executives at both public and private companies. Through tailored potential solutions and a deep understanding of our clients’ needs, we empower them to achieve confidence, direction, and long-term success.
Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
APMA™, AWMA™, CFP®, SE-AWMA™
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.
