It's not just your money; it's your future

Value Added Partners Harold D. Elish, Kevin M. O'Leary, Ryan William Karl, Sarah Wilson, Ivonne Rivera, Alexis Michelle Colon

Value Added Partners


phone

212-713-8719
877-279-5489



phone

877-824-5956





address

1285 Ave of the Americas
15th, 16th,17th, + 18th Floors
New York, NY 10019



A personalized, hands-on relationship

We live in a world where nothing stands still. The Internet gives us the tools to find virtually any fact that we need 24/7. When it comes to making financial decisions for our families, however, this wealth of information can seem overwhelming. That’s where we can help. We will work with you to clarify where you want to go and discuss how best to get there. We know that it’s your future, and we don’t rest until we know that you’re sleeping well.


Harold Elish has been recognized as an industry leader

  • Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
  • Barron's Top 1,200 Financial Advisors, 2014, 2017, 2018, 2019, 2020
  • Financial Times Top 400 Advisors, 2014

Kevin O'Leary has been recognized as an industry leader

  • Forbes Best-In-State Wealth Advisors, 2019, 2020


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