Joel Isaacson & Co

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Joel Isaacson & Co. LLC is a leading independent wealth management firm in New York City—with the knowledge and resources to plan for our clients’ needs. For over 20 years, we have been providing comprehensive fee-only wealth management services to our clients. Our independence means that our focus is clearly on our clients’ best interests. We are not attached to any big institutional firms and we maintain our objectivity at all times to provide our clients with our best possible advice to help them achieve their personal and business goals.

Today, this commitment is stronger than ever. We have grown into a larger team of experienced professionals who share common values. At Joel Isaacson and Co., we believe in a big picture approach to managing our clients' wealth. We spend quality time with each client, getting to know them, their hopes, and their dreams. Then we provide each client with a wealth management plan that is uniquely their own.

David is a Partner of the firm and has spent his career at Joel Isaacson & Co. focusing his talents on providing exceptional client service & finding creative solutions to meet his clients specialized needs. He has expertise in various areas such as estate & tax planning, including multi-generational wealth transfer. David also works with corporate executives analyzing corporate benefit plans and maximizing the value of stock options, restricted stock and retirement plans. David received his BS in Finance from Hofstra University.

The benefits to our clients are clear: We provide long-term, innovative wealth management and truly individualized personal service, year after year, from generation to generation.

“I get satisfaction from delivering superior service and in establishing long-term relationships with my clients.

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