Our multifaceted financial planning process combines retirement planning, estate planning, risk management and tax considerations to develop a long term plan that's right for you. From the start, we sit on the same side of the table as our clients. Before any advice is given, it is essential that we understand your goals and what is important to you and your family.
A diversified portfolio does not assure a profit or protect against loss in a declining market.
A diversified portfolio does not assure a profit or protect against loss in a declining market.
Services
We help our clients quantify what they have, calculate what they need, chart the course between the two and ensure you stay on track. While sound planning serves as the foundation to managing wealth. A better advisory experience means providing more than just guidance about complex rules and regulations, financial planning and investment management.
People seeking financial advice are often looking for answers to difficult questions. North Fork Asset Management is an investment management, financial planning and wealth advisory firm founded to deliver customized wealth management solutions to successful families and individuals. Today's economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning.
Our team of highly talented professionals share a commitment to helping clients pursue their goals today, tomorrow, and into the future. Our team is composed of highly educated and accredited individuals who are continuously striving to achieve the highest industry designations in the field of wealth management.
Here at North Fork Asset Management, we offer a "holistic" suite of investment services that guide our clients through the complexities involved in managing wealth. Our multi-faceted financial planning process combines retirement planning, estate planning, risk management and tax strategies to develop a long-term plan that's right for you.
Our financial planning process is client-focused, strategic, disciplined, diligent, and above all - objective. Your personal financial plan charts the course to your destination, addressing the details and the risk along the way, while your investment portfolio gives you the potential to reach your goals.
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