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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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2 Stars
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3 Stars
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4 Stars
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5 Stars
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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 your concerns and inquires about your lifestyle and long and short range goals enabling you to develop a sound financial plan. David is a fee-only financial planner and fiduciary financial advisor, who keeps abreast of all current trends and will advise you on the best financial plan. He will offer suggestions as the financial market changes, and your life stage needs evolve. Financial planning is a dynamic process and David will navigate the journey with you.
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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 and skilled at what he does but he also acts with the highest ethical standards and is kind and responsive. I have not hesitated to recommend David to my friends and to my elderly mother after my stepfather passed away last fall. David has been very patient spending time explaining everything to my mother and he has walked her through all phases of setting up her account. He also regularly updates her and is extremely responsive when she has any questions. Every time she talks to him she feels reassured and knows that her money is in the most capable hands. I highly recommend David and know that anyone who has the opportunity to invest through him will be very happy with their decision.
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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 retirement scenarios. It was tailored to my investment comfort level and his projections included detailed backup. I appreciated David's thorough process and his prompt attention to any questions, and I highly recommend his independent financial services.
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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 and skilled at what he does but he also acts with the highest ethical standards and is kind and responsive. I have not hesitated to recommend David to my friends and to my elderly mother after my stepfather passed away last fall. David has been very patient spending time explaining everything to my mother and he has walked her through all phases of setting up her account. He also regularly updates her and is extremely responsive when she has any questions. Every time she talks to him she feels reassured and knows that her money is in the most capable hands. I highly recommend David and know that anyone who has the opportunity to invest through him will be very happy with their decision.
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 your concerns and inquires about your lifestyle and long and short range goals enabling you to develop a sound financial plan. David is a fee-only financial planner and fiduciary financial advisor, who keeps abreast of all current trends and will advise you on the best financial plan. He will offer suggestions as the financial market changes, and your life stage needs evolve. Financial planning is a dynamic process and David will navigate the journey with you.
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 retirement scenarios. It was tailored to my investment comfort level and his projections included detailed backup. I appreciated David's thorough process and his prompt attention to any questions, and I highly recommend his independent financial services.
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