A coordinated approach
designed to integrate and prioritize all areas of your financial life.
Wide Ranging and Customized
Solutions
Your wealth needs are complex and multi-faceted. That is why we offer a wide range of advice, strategies and products for your family and business.
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Asset Management Services
Our basic management style is one of long-term growth and value with an orientation with a minimum of volatility and transactional activity.
Wealth Management Services
We offer a global independent and customized approach to wealth management, focused on your needs and your long-term financial goals.
Consulting Services
Our management consulting services focus on our clients' most critical issues and opportunities: strategy, operations, technology, advanced analytics, corporate finance and sustainability across all industries. We bring deep functional expertise but are known for our holistic perspective.
The most important benchmark of all is your client’s vision.
Open Wealth Financial has spent 15 years partnering with advisors to engineer custom direct indexing solutions. Click to learn the benefits of our transparent, rules-based approach to passive portfolio construction.
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Our Investors have trusted us with more than $198 million since inception
Unique Access.
Invest in opportunities traditionally reserved for institutions.
Secure.
Protect your prinicipal with investments based on high quality assets.
Stable Returns.
Generate passive income and hedge against market volatility.
The Open Wealth Financial Approach
After taking the time to understand your financial goals and the impact you want your money to make, as suitable, we then invest your assets using globally diversified, cost-aware strategies designed to get you there.
"In investing, what is comfortable is rarely profitable"
--Ben Graham
Designed for you
A New Approach to Financial Services
We have structured our company to give our clients everything they might need to financially succeed. Our Individual Advisory and Corporate Advisory Divisions can be used separately or together. Each service we provide is aligned with a specialist from our team with a long history of experience.
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Where do you want your financial roadmap to take you?
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.
Based in Broadway, New York, New York, we work with businesses and individuals throughout their investment journey. We invite you to contact us today to learn more about how we can help you pursue your goals.