New York, NY Financial Advisors | Boccia Quinn Wealth Management Group

Your goals. Our comprehensive plan.

Boccia Quinn Wealth Management Group

212-626-8560

1251 Avenue of the Americas
2nd Floor
New York, NY 10020

Deep knowledge. A passion for planning.
Care for your every financial need.

That’s why affluent families and successful young professionals turn to Boccia Quinn Wealth Management Group, a multigenerational family advisory team with decades of experience.

Whether you’re growing your wealth, preparing for a transition to retirement or creating a legacy, we can help. We understand the challenges you face, and we’re committed to working closely together to help you pursue your goals. Beyond our team’s deep experience and guidance, we also deliver the extensive resources of UBS, one of the world’s largest wealth managers.

The team has been recognized as industry and firm leaders

Leonard Boccia

Forbes Best-In-State Wealth Advisors, 2020
Barron's Top 1,200 Advisor, 2019
Barron's Top 1,000 Advisor, 2015, 2014, 2013, 2012, 2009
Financial Times Top 400 Financial Adviser, 2016, 2015

Steve Quinn

UBS Top 35 Under 35, 2018, 2017

Planning approach

To give you the confidence you need

Do you have a plan for passing your wealth to the next generation? Are you worried about spending too much? As you move closer to retirement, are you prepared? Whatever it is you want for your financial life, our comprehensive planning process focuses on your vision for the future.

As a skilled team, we begin each relationship with a series of in-depth conversations to understand where you are today and what you’re looking to achieve.

Then, we help you prioritize your goals at each stage of your life. We also address your advanced planning needs for:

Insurance planning
Trust services
Estate planning strategies

In addition, we work collaboratively with your estate attorney, accountant and other advisors to ensure that all aspects of your financial life are in sync.

Investment management

Your goals dictate our customized solutions

With our goals-based approach, it’s your unique long- and short-term goals that dictate which investments we recommend, never the other way around.

For clients transitioning to retirement, fixed income investments play a vital role in anchoring their portfolio. With our deep experience navigating global bond markets, all of the investment decisions for your fixed income portfolio are made by our team.

Other clients prefer to delegate the day-to-day management of their portfolios. As Senior Portfolio Managers in the UBS Portfolio Management Program, we offer discretionary management of your investments and tailor your asset allocation to your unique situation.

The Portfolio Management Program (PMP) is a wrap fee advisory program in which our Financial Advisors manage client accounts on a discretionary basis. PMP is designed for clients who: (i) want to delegate portfolio management discretion to their Financial Advisor; (ii) are looking to implement a medium- to long-term investment plan; and (iii) prefer the consistency of fee-based pricing.

PMP is not appropriate for clients who: (i) want to maintain trading control over their account; (ii) seek a short-term investment; (iii) want to maintain consistently high levels of cash, money market funds or invest primarily in no-load mutual funds; (iv) want to maintain highly concentrated positions that will not be sold regardless of market conditions; or (v) who anticipate significant withdrawals from the account.

Long-lasting relationships

Built around our personal approach to service

Our care and concern for every aspect of your financial life demands our relentless focus.

No matter what you need or when you need us, we’re here with the service you deserve. We take pride in the exceptional service we provide, with frequent touch points and regular communication to stay on top of all that matters, especially your progress toward your goals.

Our relationships run so deep that many clients think of us as part of their extended family.

Liquidity. Longevity. Legacy.

Our approach starts with questions and a discussion that help us focus on what’s really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Liquidity
Longevity
Legacy

To help maintain your lifestyle

This strategy helps you manage cash flow for near-term expenses. It can give you the confidence to fund short-term needs regardless of the markets, and helps reduce the likelihood of making impulsive investment decisions during periods of market volatility.

Entertainment and travel
Taxes
Purchasing a home

To help improve your lifestyle

This strategy includes the resources you’ll need over the course of your life. It can help you gain confidence in your future by allowing you to shift your focus to meeting long-term goals rather than trying to outperform the markets.

Retirement
Healthcare and long-term care expenses
Second home

To help improve the lives of others

This strategy includes all of the resources for needs that go beyond your own. Having a Legacy strategy can boost your confidence by reframing risk based on specific legacy goals and longer timeframes.

Giving to family
Philanthropy
Wealth transfer over generations

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

All investments involve the risk of loss, including the risk of loss of the entire investment.

Our perspectives

Insights

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