Private Wealth Management

"A Diversified Portfolio is the Foundation of our Success"

We are a Registered Investment Advisory firm .

Registered with New York State Office of the Attorney General.

Regulated by FINRA and Securities and Exchange Commission (the "Commission" or "SEC")

A fee-based firm acting as a Fiduciary. At Whiston Asset Management Group, our private Wealth Management is complemented by our focus of over 40 years of experience in personalized financial service.

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.