New York Wealth Management
1540 Broadway Suite 1020, New York, NY 10036 | (800) 231-7414
The Kayne Anderson Rudnick wealth management team has been providing our clients with personalized financial planning and investment solutions for over 35 years. Our founders, Richard Kayne, John Anderson, and Allan Rudnick, established our firm with a commitment to rigorously evaluated, high-quality investments, and this approach has remained at the core of our business. We believe that it is our high-quality approach that has helped us achieve a 97% client retention rate and our #1 ranking as Barron’s Top Independent Advisor for the last four years (2017-2020).
The goal of the KAR New York wealth management team is to become a trusted partner in helping you achieve financial well-being.
Our wealth management services include:
- Investment Advisory
- Retirement, Tax, and Charitable Planning
- Asset, Liability, and Cash Flow Analysis
- Risk Mitigation
- Estate Review
Contact our New York wealth management office to meet with a KAR wealth manager. Our wealth management process involves a holistic, comprehensive examination of your individual financial situation and your specific goals. We’ll help you lay a strong foundation for your and your family’s future with a plan that is tailored to you.