Schiffman Wealth Planning is on a mission to provide select families with customized and timely financial strategies, helping them pursue their dreams and aspirations across generations. Our commitment extends beyond managing portfolio holdings and account balances; it’s about understanding your complete life—your personal goals for your family, business, and future. We aim to give you comfort in making decisions that not only support your financial objectives but also ensure you have time for the things you enjoy with loved ones.

Our disciplined process at Schiffman Wealth Planning crafts strategies tailored to clients’ needs while navigating individual investments and market fluctuations over time. We foster long-term relationships through quality client service, including ongoing dialogue, regular portfolio reviews, and semi-annual performance analyses.

As part of an integrated planning team, Schiffman Wealth Planning employs decades of experience to assist high-net-worth individuals and families. Our boutique team focuses on comprehensive financial planning using a family-office style approach. Collaborating with attorneys, accountants, and other professionals, we proactively address a broad range of financial issues—from retirement planning to saving for college to transferring wealth. Our effective estate, tax, and investment strategies are customized for each client’s unique circumstances.

We believe in maintaining an active client relationship throughout the entire wealth management process. With our holistic, planning-based approach, we empower informed financial decisions and work collaboratively to work towards your goals.

The Schiffman team develops comprehensive financial plans customized to the needs of each client, and then serves as a fiduciary on an ongoing basis in the management of their assets. We make investment decisions on our clients’ behalf based on a clear understanding of their financial goals, risk tolerance and preferences. As a fiduciary, we are committed to acting solely in our clients’ best interest at all times.   

Collaboration is at the core of our approach. We work closely with our clients, and with their other trusted professionals such as attorneys and CPAs, throughout the financial planning and investment management process.