New York Wealth Management

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.

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.