Locations

New York Wealth Management

350 5th Avenue Suite 6420
New York, NY 10001

212.823.3515

Meet Our Wealth Management Team in New York

At Aspiriant, we're committed to a forward-thinking business model that benefits our clients and employees.

Our New York wealth management team embodies all of the qualities and cultural values that are core to Aspiriant. The team is made up of seasoned financial services industry veterans who have different skills and expertise but share one common motivation: providing the best-possible service to our clients.

In addition to providing wealth management, investment management, and financial planning services to high-net-worth individuals and families, our New York team also specializes in:

Concentrated Equity
Corporate Executive Services
Family Office Management
Retirement Planning
Stock Option Planning
Value Investing

The team’s expertise has been featured in some of the nation and industry’s most reputable publications, such as Investors Business Daily, Financial Advisor and Authority Magazine. In addition, Lisa Colletti has been named to the 2022 Forbes Best in State list as well as the 2024 Forbes’ Top Women Wealth Advisors Best-In-State list.

Outside of the office, Aspiriant’s New York team is active in the community and prioritizes giving back to those in need. As part of our firm’s annual Day of Giving initiative, the New York team has supported and volunteered with organizations such as Invisible Hands, Together We Rise, City Harvest and the Bed-Stuy Mobile Market, the Food Bank for New York City, and Gibney Dance. We’re proud of their commitment to enriching the lives of others, whether it be Aspiriant’s clients or the New York-based citizens who need it most.

Disclosure: No fees were paid for the above mentioned awards and rankings.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Date of award April of 2022 for the year prior. Date of award February of 2024 for the year prior.