NYC Wealth Management and Financial Planning

We help you prioritize your financial goals
so you can enjoy more of your money.

This is done through:

You have limitless options when it comes to your money.

We help you cut through the noise and develop tactical strategies in pursuit of your unique goals.

Tax savings are important not only today, but throughout your life.

We do strategic tax planning to help you maximize both short-term and long-term savings.

Education and transparency are two of our top values.

We help you fully understand your options so you can make decisions with confidence.

Servet Wealth Management was built around the idea
that business, finances, and personal life all tend to blend together. 

The name itself comes from the idea of incorporating all of these things.  Our lead advisor, Nathan, has a multi-cultural background and wanted his company to reflect that.

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Who We Serve

We deliver personalized advice no matter what stage of life you’re in.

Experienced
Executives

Highly Compensated Millenials

Business Owners

Inherited Wealth

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We’d Love to Hear From You

If you believe you would benefit from working with a financial professional, let’s review your financial goals to see if we’re a good fit for each other.

Schedule a Conversation

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Securities offered through Osaic Wealth, Inc. Member FINRA/ SIPC. Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory). Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.

‍The information being provided is strictly as a courtesy and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DE, FL, IN, MD, MA, MO, NJ, NY, NC, PA, TX, UT. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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Financial Planning for Busy Professionals

We help you prioritize your financial goals
so you can enjoy more of your money.

Servet Wealth Management was built around the idea
that business, finances, and personal life all tend to blend together.

Who We Serve

We’d Love to Hear From You

Want to Learn More?

Financial Planning for Busy Professionals

We help you prioritize your financial goals so you can enjoy more of your money.

Servet Wealth Management was built around the ideathat business, finances, and personal life all tend to blend together.

Who We Serve

We’d Love to Hear From You

Want to Learn More?

We help you prioritize your financial goals
so you can enjoy more of your money.

Servet Wealth Management was built around the idea
that business, finances, and personal life all tend to blend together. 