Circle Advisers Inc. is a Registered Investment Advisory firm and family office located in New York that has been providing custom wealth management solutions to our clients for over 30 years. As a family office, we advise on and coordinate just about everything.
- Cash Flow Management
- Investment Planning, Management and Oversight
- Estate Planning
- Education Planning & 529 Plans
- Real Estate
- Executive Mentoring
- Insurance Planning
- Retirement Income Planning
- Social Security & Medicare
- Multigenerational Planning
At Circle, we do much more than just manage money. We are problem solvers. From choosing which bank to open a savings account to figuring out when to take social security, we offer a wide array of services, advice and guidance that comes from years of experience. We take into account your unique family circumstances, tax situation and personal preferences and offer appropriate solutions to your problems.
We are a multidisciplinary financial services firm with experts in investments, auditing, legal services, tax preparation and compliance all under one roof. As a Registered Investment Advisory firm, we are legally obligated to do what is in your best interest. We are a totally non-discretionary firm, meaning that we give you advice and information on how to complete an objective, but you make the final decision. You are the CEO and we are your Chief Financial Officer.
As a family office, we think beyond the present, both in terms of investments and the family itself. We can help your family to think broadly and holistically about your financial future on a multigenerational level. Our goal is to make sure that your personal financial situation causes you as little stress in your life as possible and to make sure that the transition of wealth from one generation to the next goes as efficiently as possible.