Personalized advice. Disciplined investing. Elite service.Private Wealth Management
Giacone Partners
212-626-8945
855-268-1272
1251 Avenue of the Americas
2nd Floor
New York, NY 10020
Your success has brought you to a crossroads. Building wealth remains a key goal. But you may now be considering how to preserve what you’ve built—and leave an enduring legacy for the next generation. It’s time for a more sophisticated approach to your financial life, led by highly skilled professionals. We are an experienced wealth management team that offers full service to highly successful individuals and families.
Our multigenerational group of professionals is designed to evolve with your life stages and your family’s needs. We provide a level of personal attention and care that goes beyond financial matters to encompass all aspects of your journey.
“While we manage your wealth, we understand that we are dealing with more than money. The end result is to make a difference in your life and the life of your family.”
— Michael A. Giacone
Michael Giacone has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, New York, 2018, 2019, 2020
Service
The personalized service you would expect from an experienced team
Our primary goal is to ensure that you feel supported— in all matters, financial and otherwise. Our team structure puts you at the center of everything we do.
Access
A valuable network of people and resources
We maintain strong relationships with professional services providers such as accountants, attorneys and other licensed professionals with complementary skill sets. You can leverage this extended network to round out your wealth management plan.
Planning
Your financial plan dictates every investment decision
To help manage your wealth, we have to know you well. We begin our relationship by meeting in person to learn about your goals, dreams and concerns. Only after we have a plan in place can we begin to consider how to invest your portfolio.
Investments
Customized portfolios based on your priorities
Your portfolio managers and your Financial Advisors are one and the same. We employ a rigorous and disciplined wealth management process with a focus on strategic risk aversion. Our team of active portfolio managers and in-house investment strategists offer a range of skills and specialties to meet all of your investment needs.
Liability
Protecting your legacy
We view insurance not only as a tool to protect from the financial consequences of unforeseen events, but as a mechanism to help protect assets, replace income and create a legacy for future generations. We are licensed to objectively analyze current and future policies.
Banking
A full spectrum of financial services
We provide access to UBS’s global platforms to address both sides of your balance sheet with sophisticated credit and lending solutions.*
Insights