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The complete AKD team photo
Meet the team
BOUTIQUE SERVICE | GLOBAL FINANCIAL SCALE

AKD's Dual Advantage

As a portal to the numerous products and services of Wells Fargo & Company, one of the country’s largest and oldest financial institutions, we’re able to offer you bespoke service while leveraging the expertise and resources of a global financial leader.
Investment planning is more than just creating an investment strategy -in many cases, it’s creating a holistic approach to managing your wealth that preserves your past while building your future. As life changes and new goals are set, our commitment to you is based on building and shepherding a wealth management strategy, along with personalized portfolio management that’s centered around your priorities.
Contact Us today to learn more about how your partnership with AKD Wealth Partners can help you unlock your financial potential.
GLOBAL INSIGHTS | BOUTIQUE TOUCH

Services we offer

Our highly experienced team at AKD Wealth Partners offers you personalized family office services within a boutique environment, backed by the resources of a global financial company. We begin by understanding your goals and values, ensuring that the wealth management solutions we provide align with your aspirations.

AKD’s essence lies in our enduring commitment to fulfilling the unique needs and goals of our clients, a testament to our long-standing history of specialized and attentive service. Our combined expertise stems from our knowledge, understanding, and decades of work with various groups of wealthy clients. These clients include individuals who have built and are running businesses, senior C-suite corporate executives, heads of families, and both men and women of wealth who are interested in growth, income generation, preserving their wealth for the next generation, and philanthropy. We don’t just manage wealth; we nurture legacies, foster growth, and help craft the future for you and your loved ones.

Corporate Stock Plans

As one of the leading providers of stock-based executive services at Wells Fargo, our focus is on delivering a range of wealth and planning services exclusively tailored to the needs of corporate executives.

Business Owners

Every business owner brings their own perspective on their personal and business financial pictures. By gaining a deep insight into their goals enables us to offer more holistic advice and help clients navigate their financial journeys.

Philanthropic Services

As you strive to preserve and expand your wealth, we can assist you in transforming your strategic philanthropic and charitable vision into reality.

Social Impact Investing

In our current climate, many individuals and corporations are mindful of their environmental and social priorities – as well as the priorities of businesses with whom they partner..

Family Wealth

Delving deep into the rich tapestry of your family's legacy is paramount. We appreciate the wisdom and values passed down through generations and strive to understand the legacy you aspire to leave behind.

Andrew Bennett at work
GLOBAL INSIGHTS | BOUTIQUE TOUCH

Services we offer

Our highly experienced team offers you access to a suite of family office services in a boutique environment inside a global financial company.
 

Once we have a clear understanding of your goals and values, we help you manage your wealth utilizing the appropriate solutions from a wide range of services:

Corporate Stock Plans

As one of the leading providers of stock-based executive services at Wells Fargo, our focus is on delivering a range of wealth and planning services exclusively tailored to the needs of corporate executives.

Business Owners

Every business owner brings their own perspective on their personal and business financial pictures. By gaining a deep insight into their goals enables us to offer more holistic advice and help clients navigate their financial journeys.

Philanthropic Services

As you strive to preserve and expand your wealth, we can assist you in transforming your strategic philanthropic and charitable vision into reality.

Social Impact Investing

In our current climate, many individuals and corporations are mindful of their environmental and social priorities – as well as the priorities of businesses with whom they partner..

Family Wealth

Delving deep into the rich tapestry of your family's legacy is paramount. We appreciate the wisdom and values passed down through generations and strive to understand the legacy you aspire to leave behind.

Did You Know?

‘Women control a third of total U.S. household financial assets—more than $10 trillion. By 2030, women in the U.S. are projected to control much of the $30 trillion in financial assets that baby boomers will posses.’ 

Women as the next wave of growth in US wealth management: McKinsey & Company -July 2020
LISTENING DRIVEN | INVESTMENT CONFIDENCE

Values Driven Wealth Planning

Stewardship

We are client stewards, applying our diverse experience, skills and technology as we create the path to our clients’ best financial futures; with intelligence, clarity and simplicity.

Over 100 Years

Multigenerational experience
Relentless

As a New York-based team we work to solve clients’ financial puzzles with integrity, tenacity and creativity.  Our practice is built on a heritage of transparency and unwavering client dedication.

Over $1BN under Management

As of 12/31/2023

Community Spirit

We are caring, generous and advocates for the community we inhabit. Besides our own acts of giving back to society, we are trusted by clients to advise on their philanthropic strategies and impact.

9 Organizations

Supported in New York City 

TRADITIONALLY ACCOMPLISHED | FRESHLY AWARDED

Most Recent Award

The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Business card image of Stephanie and Robert
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