Minerva Wealth Advisory Employee Directory
Financial ServicesNew York, United States2-10 Employees
Minerva Wealth Advisory is a small financial services practice based in New York that develops financial strategies tailored to individual clients. The firm aims to present planning in a way that clients can understand and connect with, offering options ranging from a second opinion on investments to an integrated plan that aligns investments with estate and retirement goals. Their approach centers on collaborating with clients to design and implement plans for achieving financial and legacy goals while seeking to minimize taxes and investment fees. Based in New York, the firm operates with a small team, providing guidance through a collaborative planning process.