Next Level Private

Next Level Private

Mitchell launched Next Level Private in 2021 as an independent fiduciary based in Harrison, New York, departing the broker-dealer model to build a registered investment advisor held to a single standard of care. The firm operates as a fee-only practice, advising individuals and businesses through a coordinated team that includes Managing Director of Client Engagement Jenny Piche, Chief Operating Officer Kate Bluvol, and a roster of financial advocates who joined from larger institutions. Mitchell spent his prior career at wirehouses, reaching the rank of a Forbes Best-in-State Wealth Advisor (ranked #8 in New York for 2022), before completing the breakaway to raise the statutory duty his team owed clients. The firm delivers goals-based planning and wealth management across three primary disciplines: financial planning, investment portfolio construction, and risk management. It does not operate a proprietary fund or in-house venture arm; rather, it runs customized portfolios drawing on Mitchell’s market-cycle experience dating to 1987 and the team’s institutional backgrounds at firms including Citi Private Bank, Morgan Stanley Investment Management, and Northwestern Mutual. The geographic footprint concentrates on Westchester County, New York City, and Fairfield County, Connecticut, with service extending to clients in the broader Tri-State region. The team advises on both sides of the balance sheet — managing assets and liabilities — which Mitchell’s public disclosures peg at more than $1 billion as of 2024. The firm lists 10 named professionals on its website, spanning client engagement, operations, strategy, and advocacy roles. In addition to its primary wealth-management business, the principals direct charitable effort through organizations such as Swim Across America (Team Next Level Private raised over $103,000 in 2024) and Hospice of Westchester, though no separate foundation vehicle is disclosed. Jean Tobin Riordan, a veteran Certified Financial Planner, joined the practice in January 2026, adding CFP capacity to the advisory bench. Next Level Private’s architecture differs from many breakaway RIAs in that it was not built to aggregate external advisors or pursue a serial-acquirer model. Mitchell positions the firm as a community for clients who want to reach financial independence — a single-location, high-touch advocacy practice that remains deliberately narrow in headcount and geography. That structure ties the firm’s succession and service model to team tenure and local relationships rather than to a platform built for scale.