Private Wealth Management

"A Diversified Portfolio is the Foundation of our Success"

Whiston Asset Management Group, Inc is a Registered Investment Advisory firm. An RIA

Regulated by New York State Office of the Attorney General.

Office of Investor Protection Bureau :The Investment Advisory Unit

Registered with FINRA

A fee-based firm acting as a Fiduciary.

At Whiston Asset Management Group, our private Wealth Management is complemented by our focus of over 44 years of experience in personalized wealth management services.

We are committed to understanding your financial needs and giving you the confidence and comfort necessary to help you reach your long-term investing goals. Particularly if you may lack the time, interest or resources to make the necessary day to day investment decisions.

We specialize in Portfolio Management, Wealth Transfer and Asset Protection.

If you are an individual or a fiduciary seeking prudent oversight for your fund's assets, or you believe that the full-time attention of an experienced investment professional Fiduciary can help you meet all your goals in managing your wealth now and for future generations.

We can help.

Whiston Asset Management Group is registered as an investment adviser and only conducts business in jurisdictions where it is properly registered or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.