Round Table Wealth Management

Round Table Wealth Management is an independent, fee-only SEC Registered Investment Advisor (RIA) based in New York. The firm employs approximately 19 people and manages around $1.1 billion in assets. Established in 1999, Round Table Wealth Management serves a diverse clientele across the United States and internationally. The firm provides a wide array of advisory services and investment solutions tailored to individual client needs. Their services are designed to meet the specific financial goals, risk tolerance, family structure, and long-term objectives of each client. Round Table Wealth Management distinguishes itself by operating as a multi-family office and adhering to a fiduciary standard. This means that their advice is objective and free from conflicts of interest, ensuring clients receive unbiased guidance. For more information about Round Table Wealth Management and its services, please visit www.roundtablewealth.com. Important disclosures can be found at roundtablewealth.com/disclosure/.