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Sontag Advisory LLC in Online Business Directory

Sontag Advisory makes personalized recommendations that are firmly grounded in research, supported by the combined talents of our senior investment team, and, most importantly, actually reflect the personal goals and objectives of each client. Further, our customized, integrated approach incorporates financial planning into an overall wealth management and investment program. We are fully independent – not tied to any brokerage house, mutual fund, money management firm, or insurance company. We are positioned to offer objective, unbiased advice serving the best interests of our clients. Most of our clients have come to us by word-of-mouth, the best endorsement of all. They have been referred to us by other clients, their attorney, accountant, or other trusted professionals. Our clients include families, law firm and medical group partners, successful entrepreneurs, widows, business professionals, divorcees, retirees, trusts and estates, charitable foundations, and non-profit institutions. We do not custody any client assets. All assets are held at major financial institutions.

Address: 261 Madison Avenue, 14th Floor, New York, NY 10016
Telephone: (212) 973-1200
Fax: (212) 973-1210
Website: http://www.sontagadvisory.com/