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Notaro Wealth Advisory
Notaro Wealth Advisory is an independent registered investment adviser and fee-only fiduciary. The firm delivers institutional-grade portfolio architecture...
Overview
Notaro Wealth Advisory is an independent registered investment adviser and fee-only fiduciary. The firm delivers institutional-grade portfolio architecture and risk control with undivided fiduciary alignment. It brings senior institutional expertise, advanced risk engineering, and direct founder-level attention to private clients, entrepreneurs, and established families.
General information
Firm type
Multi Family Office
Principals
Jeffrey Notaro
CFP®, Managing Principal, Chief Executive Officer & Founder
Jeffrey Notaro
CFP®, firm's principal
Frequently asked questions
Does Notaro Wealth Advisory participate in fund commitments or only direct deals?
The firm's investment approach regarding fund commitments versus direct deals is not publicly documented. Multi-family offices commonly engage in both fund investments and direct co-investments, but Notaro Wealth Advisory has not disclosed its allocation strategy. Public records do not confirm any specific fund or direct deal activity.
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