Growing and protecting your wealth can be a stressful and daunting task. Passing your estate to your heirs and/or to charity in a meaningful and efficient manner is equally as complex. It means looking at the “big picture” to truly understand how the financial decisions you make today will affect your future.
"Individuals who cannot master their emotions are ill-suited to profit from the investment process."
- Benjamin Graham
Whether your goal is professional money management, reviewing your investments, business succession, ensuring your retirement, or creating family or charitable trusts, you can count on Citrin Cooperman Wealth Management’s professionals, including CPAs and CFPs®, to serve as your guide, and ensure that your best interests and those of your family are kept paramount.
Citrin Cooperman Wealth Management, LP (CCWM) offers clients in-depth and independent personal financial planning and fee-based investment advisory services. Our team of in-house experts not only recommends financial, estate and investment strategies and solutions, but leads the team of a client’s legal, tax and other advisors to not only implement the plan, but oversee ongoing administration. Indeed, as our clients have come to appreciate, each CCWM Relationship Manager is so much more than a so-called, “trusted advisor”, he or she truly becomes your “Family Financial Confidant™”*
The management team is led by David B. Bruckman, JD, MS Tax, who is managing director of CCWM and by Alan Mandeloff, CPA, PFS, CFP®, who is in charge of the investment practice. Combined, they have over 50 years of wealth management experience serving high net worth clients. David Pilaitis, CFP®, is in charge of the personal financial planning operation.
To learn more about CCWM, please call David Bruckman at 212-697-1000.
Our services include:
Investment Management & Advisory Services
- Portfolio review and analysis
- Strategic asset allocation analysis
- Independent and fee-based investment services. Client assets are separately held at Schwab Institutional, the custodian
- 401k and Pension Plans
Personal Financial Planning Services
- Estate and trust planning
- Fiduciary counseling
- Multigenerational wealth transfer
- Asset protection
- Education and health care planning
- Business succession
- Private foundations and charitable trusts
- Retirement planning
Wealth Preservation Services
- Life insurance analysis, design and brokerage
- Long term care insurance
- Long term disability insurance
*Trademark Pending.