Advice. For the rest of your life.
The Temel Group
212-821-2030
800-317-3002
855-256-6956
299 Park Avenue
8th, 9th, 11th Floors
New York, NY 10171
Safeguarding your future is your most important responsibility. That’s why it is essential to have the steady guidance of an experienced team who understands the challenges you face throughout life’s significant personal and professional milestones.
At each stage of life, count on us to help you:
- Plan for each of your goals, from college funding to retirement to leaving a legacy
- Focus on the right investment strategy to meet those goals
- Engage on an ongoing basis to provide advice on all aspects of your financial life
“All our years of experience boil down to a very simple philosophy: We take care of people. That’s how my team and I have earned our clients’ trust.”
— Charles Temel
Charles Temel has been recognized as an industry leader.
He has been acknowledged as one of the top financial professionals in the U.S. based on depth of experience, assets under management and business growth.
- Barron's Top 1,200 Financial Advisors, 2019
- Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
- Financial Times Top 400 Financial Advisers, 2014, 2015, 2016, 2017, 2018, 2019
The confidence that comes from
goals-based planning
Our in-depth discovery process results in the construction of an integrated plan that serves as a road map for meeting your personal and professional goals.
Tangible results from a disciplined
investment strategy
The foundation of our investment strategies comes from the expertise of both internal and external sources, combined in an integrated and systematic process. We help ensure you are prepared for opportunities and protected in times of market turbulence.
Guidance for navigating life’s transitions
Facing a significant liquidity event, the uncertainty and stress of divorce or the loss of a loved one, you need a knowledgeable and experienced ally on your side to help evaluate options, help you make important financial decisions and achieve the results you deserve.
Helping you safeguard wealth for future generations
When planning your estate or building your legacy, our team will work with you and family members to provide education on philanthropy and participation strategies for the next generation. In that way, you care for future generations and charitable organizations with the least possible tax impact and expense.
Comprehensive services that build lasting relationships
By offering high-touch service, our goal is to develop the kind of trust and efficiency to help simplify your financial life and build long-lasting relationships. We bring together the boutique services of a dedicated team with the global resources of one of the world’s largest wealth management firms.
Our perspectives
Insights