Midas Wealth - Private Client Group
One Battery Park Plaza, Battery Pl Flr 33, #3350, New York, NY 10004
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About Midas Wealth - Private Client Group
Midas Wealth – Private Client Group is a Forbes-recognized, boutique financial planning and family office firm dedicated to delivering sophisticated, personalized wealth strategies. Based on an award-winning, education-first approach, our experienced team of 16 professionals—holding designations such as CFP®, CFA®, RICP®, and CLTC®—offers tailored solutions for high-net-worth individuals and families. Led by Founder and CEO Rick Hu, a globally recognized speaker and thought leader, we specialize in helping clients gain clarity, confidence, and control over their financial future. From portfolio management to multigenerational planning, our white-glove service ensures every detail is handled with the utmost care and expertise.
About Midas Wealth - Private Client Group
Midas Wealth – Private Client Group is a Forbes-recognized, boutique financial planning and family office firm dedicated to delivering sophisticated, personalized wealth strategies. Based on an award-winning, education-first approach, our experienced team of 16 professionals—holding designations ...
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Reviews
(5) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
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4 Stars
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5 Stars
(5)
U
User not found
A friend referred me to Rick and Midas Wealth about 6 years ago and it's been amazing working with him and his team. I barely knew anything about finances beforehand but Rick, and now Peter for the past 3 years, have patiently taught me. … More
P
Priscilla Chiu
I’ve been working with Midas Wealth for the past three years, and my experience has been consistently positive. The team is knowledgeable, responsive, and always takes the time to explain options clearly. They have been extremely helpful in … More
S
Scott Bruss
The Midas Wealth Team are invaluable to our family. Helping us to create peace-of-mind now and for our families' future. … More
L
Lanna Cheuck
I was referred to Rick Hu and the Midas Wealth team by my sister and her friends over five years ago, and it has been one of the best decisions our family has made. Since then, Rick has been an incredible asset, helping us grow and manage … More
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Local Guide·17 reviews·7 photos
Midas Wealth – Private Client Group was recommended to me by friends and family, and I’ve been working with Peter Hu and the team for over a year. They have been consistently professional and respectful, and most importantly, they’ve guided me toward smart savings decisions, solid investments, and thoughtful future planning. They are always reachable and responsive, and they tell me what I need to hear in a clear, straightforward way. I truly feel they have looked out for my best interest and have never steered me wrong. I would recommend Midas Wealth – Private Client Group for their honest business practices and their knowledge in building the right investment strategy based on your specific goals and needs. Thank you to Peter and the team, I feel much less stress about my financial future. Services Financial planning, Wealth management
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Reviews
(5) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(5)
U
User not found
A friend referred me to Rick and Midas Wealth about 6 years ago and it's been amazing working with him and his team. I barely knew anything about finances beforehand but Rick, and now Peter for the past 3 years, have patiently taught me. … More
P
Priscilla Chiu
I’ve been working with Midas Wealth for the past three years, and my experience has been consistently positive. The team is knowledgeable, responsive, and always takes the time to explain options clearly. They have been extremely helpful in … More
L
Local Guide·17 reviews·7 photos
Midas Wealth – Private Client Group was recommended to me by friends and family, and I’ve been working with Peter Hu and the team for over a year. They have been consistently professional and respectful, and most importantly, they’ve guided me toward smart savings decisions, solid investments, and thoughtful future planning. They are always reachable and responsive, and they tell me what I need to hear in a clear, straightforward way. I truly feel they have looked out for my best interest and have never steered me wrong. I would recommend Midas Wealth – Private Client Group for their honest business practices and their knowledge in building the right investment strategy based on your specific goals and needs. Thank you to Peter and the team, I feel much less stress about my financial future. Services Financial planning, Wealth management
L
Lanna Cheuck
I was referred to Rick Hu and the Midas Wealth team by my sister and her friends over five years ago, and it has been one of the best decisions our family has made. Since then, Rick has been an incredible asset, helping us grow and manage … More
S
Scott Bruss
The Midas Wealth Team are invaluable to our family. Helping us to create peace-of-mind now and for our families' future. … More
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