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About Our Firm
The Servet Wealth Management Difference
We are located in the heart of New York City, but proudly serve clients across the country.
Your vision is our
top priority.
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Arbitrary retirement numbers and investment benchmarks are meaningless without a clear vision behind them.
At Servet Wealth Management, we believe the strongest financial plans — and those with the highest chance of success — are built on a foundation of your core values, goals, and priorities.
Because it’s your vision that drives your financial plan.
Not the other way around.
Servet Wealth Management was built on the idea that business, personal life, and finances all blend together.
Our name, Servet Wealth Management, embodies this idea.
Bringing a multi-cultural background, our lead advisor, Nathan, chose the name as a nod to his wife’s Turkish culture.
In Turkish, Servet means fortune. Just as importantly, its English root word is to serve.
And we exist to
serve you.
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