Sontag Advisory

Sontag Advisory, based in New York, NY, is a comprehensive wealth management firm offering financial planning and investment services to individuals, families, executives, attorneys, business owners, and charitable investors. With a team of over 300 professionals and $25.26 billion in assets under management, Sontag Advisory provides personalized solutions tailored to each client's unique goals and aspirations.

The firm's client-centric approach focuses on building strong relationships and delivering expert advice in areas such as financial planning, investing, executive compensation, estate planning, and impact investing. Sontag Advisory's commitment to excellence and dedication to helping clients navigate life's financial journey make them a trusted partner in optimizing financial well-being.

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