Whiston Asset Management Group
"A well Diversified Portfolio is the Foundation of Success"
Whiston Asset Management is a Registered Investment Advisor, regulated the NYS AG, FINRA and the SEC, with over 44 years of experience specializing in Global Wealth Management.
Servicing the individual financial needs of investors worldwide. We are a Fee Based* Money Management firm focused on Trust & Estates, Asset Protection and Allocation.
As a Fiduciary we maintain the highest standards, focusing on the best interests of the client. With the combination of an Independent Financial and Insurance services company, we are better able to service the individual, and business needs of our global customers without conflicts of interests.
Meeting all of your Financial needs...
*Fee Based Money Managers
* Retirement Planning & Pension Rollovers
*Estate, Charitable & Gift Planning
*Individual & Group Life & Health Insurance
* Proprietary Portfolios: Stocks, Bonds, ETF's, Funds
*Cash Management, Financial & Business Analysis, Executive Services
*Corporate Asset based Funding
*Performance Bonus' may apply
* Services provided by unaffiliated legal, accounting, insurance, lending firms
Whiston Asset Management Group, Inc 445 Park Ave., 9th Fl. New York, NY 10022. Telephone: (212) 717-0557 info@whistonassetmanagement
Copyright ©Whiston Asset Mgt- All Rights Reserved