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About Wharton Wealth Planning
Wharton Wealth Planning is a Manhattan-based, fee-only fiduciary financial planning firm serving individuals and families throughout New York City. As a CFP and NAPFA member firm, we provide objective, conflict-free advice and are not compensated through commissions or product sales. We specialize in financial planning for high-income professionals, physicians, pre-retirees, and retirees, with a strong emphasis on retirement planning, investment management, and tax-aware strategies. Our approach integrates cash-flow planning, portfolio construction, tax optimization, and risk management to help clients make confident decisions. Located in Midtown Manhattan near Columbus Circle, our advisors hold advanced CFP® and MBA credentials.
About Wharton Wealth Planning
Wharton Wealth Planning is a Manhattan-based, fee-only fiduciary financial planning firm serving individuals and families throughout New York City. As a CFP and NAPFA member firm, we provide objective, conflict-free advice and are not compensated through commissions or product sales. We specializ...
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(3) Reviews for this company
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A
Aviva Chansky Guttmann
David Rosenstrock of Wharton Wealth Management provides well researched, proven, sound and always-current financial advice. He is accessible for any questions and concerns you may have and will respond to you promptly. He listens fully to … More
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Valerie White
I have known David and his success in managing money for years. I was thrilled when he said he was starting his own financial management business as my family would finally be able to invest through him. Not only is David incredibly smart … More
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SG
David with Wharton Wealth Planning provides comprehensive retirement planning services. The customized report he developed for me included an investment analysis and retirement recommendations based on my current portfolio and various … More
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Reviews
(3) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(3)
V
Valerie White
I have known David and his success in managing money for years. I was thrilled when he said he was starting his own financial management business as my family would finally be able to invest through him. Not only is David incredibly smart … More
A
Aviva Chansky Guttmann
David Rosenstrock of Wharton Wealth Management provides well researched, proven, sound and always-current financial advice. He is accessible for any questions and concerns you may have and will respond to you promptly. He listens fully to … More
S
SG
David with Wharton Wealth Planning provides comprehensive retirement planning services. The customized report he developed for me included an investment analysis and retirement recommendations based on my current portfolio and various … More
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