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New York, NY

Speak with a local New York, NY Financial Advisor

Mission Wealth's New York financial advisors help families, professionals, and business owners connect investments, retirement, taxes, and estate planning. From our Manhattan office, the team also supports equity compensation, charitable giving, business transitions, and multigenerational wealth, with guidance shaped around your career, family, and long-term financial goals.

In Manhattan, clients often face financial decisions that move quickly, from equity compensation and retirement planning to taxes, estate planning, and long-term family priorities. We help bring those moving parts into a coordinated plan, so clients can feel more organized, informed, and confident about the path ahead.
— Skyler Kraemer Partner and Managing Director

About Mission Wealth's Services

Our Manhattan office serves New York City clients whose financial lives combine demanding careers, family commitments, and significant planning decisions. Our advisory team supports executives, physicians, business owners, retirees, and multigenerational families. We consider the full range of your financial needs when establishing priorities and reviewing your options.

Retirement planning considers how investment withdrawals, tax planning, and potential Roth conversions may fit your income needs. We also help assess employer stock within the broader portfolio and balance education funding with other goals. Estate planning coordination keeps family intentions connected to these choices, especially as retirement approaches or household responsibilities change.

Charitable giving, business transitions, and family governance can also be included, with access to Mission Wealth's specialized resources when needed. Your advisory team keeps the work connected to your goals.

To discuss your goals with the team serving New York, call (212) 500-4830 and schedule a complimentary introductory conversation.

In-person, video, and phone meetings are available.

Services Offered

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Hear Directly From Our Manhattan, NY Clients

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Karen F.

09/11/2025

I am writing to let you know how much I truly appreciate Jessica and Mission Wealth. Jessica was one of the first people who contacted me to see if Bondi and I were okay. She didn’t hesitate and asked what I needed and what she could do to help. I was frantic to find a place within a few days of evacuating because I know from the Malibu fires how hard it would be to find something, especially with thousands of people looking. I found my current residence and was met with nothing but roadblocks in supplying my income. They wanted a paystub! I was so afraid I would lose it because there was a line of people waiting to take the one apartment left. Through tears, I called Jessica. She simply said “I will take care of it” and I knew she would. I was paralyzed with fear, grief, uncertainty, and pain. She worked with the IRS, my accountant, and my real estate agent to get all the documents in for approval... I felt such comfort knowing she was in my corner...

Katherine B.

09/11/2025

I owe my life to Brad Stark and Jessica Mora. They came into it after the unexpected passing of my husband. They have guided my family and I through all the ups, downs, challenges, and trials of life. They are family and always there with any concerns or questions I may have. I am able to live my life with security and confidence for my future and my family's. I will be forever grateful for Brad, Jessica, and Mission Wealth.

The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.

55 Broadway

4th Floor, Suite 407

New York, NY 10006

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Office Information

55 Broadway

4th Floor, Suite 407

New York, NY 10006

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Schedule a complimentary 30-minute discovery call to discuss your unique situation and financial goals.

Prefer a phone call? Call us: 805-902-4550