Sontag Advisory Email Format
Financial ServicesNew York, United States51-200 Employees
Sontag Advisory is a New York City–based financial services firm that serves as a wealth manager, investment adviser, consultant, and fiduciary. Since 1995, it has supported clients across more than thirty states and multiple countries, aiming to help them define and achieve their financial goals. The company’s work encompasses comprehensive asset management and advisory services for individuals and families, with a focus on fiduciary responsibilities and informed decision-making in investments. Based in New York, the firm operates within a broader landscape of private wealth and investment services, positioning itself as a advisor capable of addressing diverse client needs through ongoing guidance and consultation.