Sontag Advisory LLC
Sontag Advisory LLC, located in New York, NY, offers a broad range of financial services tailored for individuals, families, executives, attorneys, business owners, and charitable investors. Their expertise includes financial planning, investment strategies with a focus on impact investing, and comprehensive family office services.
The firm prides itself on a philosophy promoting inclusion and belonging, supporting diverse client needs across multiple states. With a commitment to providing high-quality client reporting and tailored investment philosophies, Sontag Advisory aims to empower clients to achieve their financial goals effectively.
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