Seasons of Advice Wealth Management

Seasons of Advice Wealth Management

The firm was established in 2020 and is registered at 120 West 45th Street in Midtown Manhattan. Its marketing emphasizes a fiduciary duty to clients and a proprietary framework — one that segments advice into winter goal tracking, spring asset allocation, summer cash flow review, and fall tax planning. Beyond the seasonal branding, no founding principals or executive team members are identified on the public website. Seasons of Advice presents custom-designed portfolios spanning growth, income, tax efficiency, and socially responsible investing. It references a trademarked phrase — "Your Money, Your Choice" — and promotes a related newsletter, The Socially Inspired Investor. The firm offers insurance consulting alongside investment management, but it does not disclose any specific asset-class allocations, named portfolio holdings, or direct deal participation. Its geographic footprint remains concentrated in New York, with no additional offices or regional coverage detailed. The firm's website features numerous client testimonials collected via Wealthtender, primarily dated between July and September 2025. These cite first-name-only advisors — Charlie, Chris, Mark, Charles, Preston, Steve, and Laura Hyman — but the firm's own team page does not list formal roles or headcount. No recent operational events, fund launches, or regulatory filings within the last 24 months have been surfaced through primary sources. Seasons of Advice differentiates structurally through its seasonal, life-cycle-based planning rhythm rather than a discrete asset-gathering or institutional-model architecture. The firm operates as a direct-to-client wealth manager without an external co-investor network, multi-family-office platform, or publicly known philanthropic vehicle. Its governance and succession structure remain opaque, constrained by the absence of disclosed leadership or ownership records.