The Lipski Group
114 West 47th Street
New York, NY 10036
212.382.8526
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We are a New York City based Wealth Management team with extensive knowledge in comprehensive goals planning, life insurance, navigating corporate benefits, equity compensation strategies, and the sale of private businesses. We are committed to delivering superior execution and sophisticated advice to all of our clientele, many of which include, business owners, financial professionals, attorneys, executives and C-suite affiliates at public and private companies.
Welcome

Mission Statement

Our mission is to help our clients live the best possible life by creating meaningful relationships centered around comprehensive goals planning. We utilize our core values which include teamwork, transparency, and accountability within our practice to help measure, oversee and review progress to drive financial wellness. Our advisory process is designed to holistically address all life events and promote generational wealth education. We look forward to working with you and your family.

Areas of Focus:

  • Financial and Education Planning
  • Trust, Insurance and Estate Planning Services
  • Wealth Transfer Strategies
  • Credit and Lending through Bank of America
  • Institutional 401(k) Guidance
  • Concentrated Stock Management and Equity Compensation
  • Investment Management/ Private Equity and Hedge Funds
  • Mergers & Acquisitions — Capital Raises and Sale of Private Companies
Recognition
Adam G. Lipski
Senior Vice President, Senior Financial Advisor
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "Best-in-State Next Generation Wealth Advisors", 2019, 2022-2023
(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)
Show more recognition
The Lipski Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Approach

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.

Meet Our Team
Adam Lipski,

CPFA™

Senior Vice President, Senior Financial Advisor
212.382.8526
Lauren Zick,

CFP®, CLU®

Wealth Planner
212.382.8667
Gregg Fraistat,

APMA™, AWMA™, CFP®, SE-AWMA™

Vice President, Senior Financial Advisor
212.382.8486
Andrew G Lipski,

CRPC™

Registered Wealth Management Client Associate
212.382.8467
Colby Tragni,

CRPC™, SE-AWMA™

Assistant Vice President, Senior Financial Advisor
212.382.8544
Kyle Stevens,

CRPC™

Financial Advisor
212.382.8564
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Christopher Kiefel
Residential Real Estate Specialist
Bank of America, N.A.
NMLS #642163
Megan Pfeffer
Wealth Management Banking Specialist
Merrill
Peter Hekl
Wealth Strategist
Merrill
About Merrill

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.

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CLU® and Chartered Life Underwriter® marks are the property of The American College of Financial Services, which reserves the sole rights to its use, and is used by permission.
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.
Accredited Portfolio Management Advisor™, APMA™, and the APMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.