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Watchstone Wealth Management
Watchstone Wealth Management helps clients build financial futures with confidence. Its core belief is that satisfactory long-term returns come from owning a...
Watchstone Wealth Management
Watchstone Wealth Management helps clients build financial futures with confidence. Its core belief is that satisfactory long-term returns come from owning a diversified, low cost, tax efficient portfolio based on an investor’s individual needs. The firm combines high service levels of full service brokerages with lower cost structures and the registered investment advisor framework, offering institutional-style asset management to individual investors.
General information
Firm type
Bank / Wealth / Trust
Year founded
2017
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
David Greenberg
founder and president
Frequently asked questions
How is Watchstone Wealth Management regulated?
The firm operates as a registered investment advisor, which subjects it to SEC or state-level regulation depending on its total regulatory assets under management. As an RIA, Watchstone is legally bound by a fiduciary standard, meaning it must act in its clients' best interests rather than simply recommending suitable products.
What is Watchstone Wealth Management's geographic client concentration?
Based on its New York headquarters and a lack of satellite offices, the firm's client base is concentrated primarily in the New York metropolitan area. There is no public indication of a national or international wealth-management footprint.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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