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Wharton Wealth Planning
Fee-only fiduciary financial planning for confident retirement and wealth decisions in New York.
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Business
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Fee-only fiduciary financial planning for confident retirement and wealth decisions in New York.
Wharton Wealth Planning, located at 3 Columbus Cir Floor 15, New York, NY 10019, USA, offers fee-only, fiduciary financial planning and independent financial services. Clients note thorough retirement planning, tailored reports, and proactive, responsive guidance. The advisor listens to goals, explains options clearly, and avoids high-pressure sales, helping clients navigate complex decisions from investment reallocations to real estate considerations.
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Customized retirement analysis and recommendations based on your portfolio and various scenarios, with detailed projections.
Personalized investment strategies and portfolio reallocation tailored to your risk tolerance and financial objectives.
In-depth analysis for complex decisions like property purchases, including loan and income calculations.
Independent, fiduciary advice with no conflicts of interest, ensuring transparent and ethical guidance.
Regular updates and proactive suggestions as market conditions and your life stages evolve.
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Overall rating
Aviva Chansky Guttmann
David Rosenstrock of Wharton Wealth Management provides well researched, proven, sound and always-current financial advice. He is accessible for any questions and concerns you may have and will respond to you promptly. He listens fully to your concerns and inquires about your lifestyle and long and short range goals enabling you to develop a sound financial plan. David is a fee-only financial planner and fiduciary financial advisor, who keeps abreast of all current trends and will advise you on the best financial plan. He will offer suggestions as the financial market changes, and your life stage needs evolve. Financial planning is a dynamic process and David will navigate the journey with you.
SG
David with Wharton Wealth Planning provides comprehensive retirement planning services. The customized report he developed for me included an investment analysis and retirement recommendations based on my current portfolio and various retirement scenarios. It was tailored to my investment comfort level and his projections included detailed backup. I appreciated David's thorough process and his prompt attention to any questions, and I highly recommend his independent financial services.
Margaret Johnson
Last winter, I attended David Rosenstrock's presentation on balancing asset allocations, which was informative and insightful. I consulted with him, and appreciated his advice on reallocating my portfolio. He followed up with relevant articles. The rates are competitive for fee-based financial planning. I recommend Wharton Wealth Planning for those seeking a personal financial planner.
Valerie White
I have known David and his success in managing money for years. I was thrilled when he said he was starting his own financial management business as my family would finally be able to invest through him. Not only is David incredibly smart and skilled at what he does but he also acts with the highest ethical standards and is kind and responsive. I have not hesitated to recommend David to my friends and to my elderly mother after my stepfather passed away last fall. David has been very patient spending time explaining everything to my mother and he has walked her through all phases of setting up her account. He also regularly updates her and is extremely responsive when she has any questions. Every time she talks to him she feels reassured and knows that her money is in the most capable hands. I highly recommend David and know that anyone who has the opportunity to invest through him will be very happy with their decision.
Chris D
I highly recommend David R. from Wharton Wealth Planning. David helped my wife and I through some financial analysis for a house purchase, that included some complex factors including a commercial loan, tenant income calculation, and a comparative analysis versus other fully residential multi-unit properties. I had reached out to other planners before this, but they were not comfortable with such a complex scenario, but David handled it quickly and with ease. We even conversed back and forth on some additional potential scenarios that helped strengthen our conviction on making the right decision for our family. No hard sell, no conflict of interest, just great advice that was worth my time/money. Thanks again David!
