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Timelessly Rooted | Boldly Forward

A Vision To Reimagine Generational Wealth

AKD was founded with a vision to redefine multi-generational wealth management by co-creating tailored strategies that empower clients to make their financial goals a reality and demystify the complex world of finance to help clients confidently navigate their financial futures.

OUR STORY

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.

Life’s journey unfolds in chapters

Each with its own challenges and triumphs. 
As we navigate this intricate tapestry, our wealth aspirations evolve, financial priorities shift, and unforeseen challenges arise. In this voyage of financial growth and security, choosing the right financial ally can make all the difference.

image of a road with sunset in the distance as a metaphor for the journey

AKD - independent multi-generational financial advisory Practice

Rooted in the heart of New York City we have assembled a diverse team with decades of experience, including notable designations such as CFA® and CERTIFIED FINANCIAL PLANNER™ practitioners.
 We take the long view, meticulously tailoring financial legacies to resonate with our clients’ goals and aspirations. Our approach combines financial expertise with a personalized understanding of each client’s distinct ambitions, risk tolerances, and dreams.

the akd team working at a desk 

Our combination of expertise and personalization

We help our clients navigate the ups and downs of their financial journeys.
Whether you’re looking to secure generational wealth, navigate complex transitions, or forge new financial horizons, AKD is by your side, championing your dreams and ambitions.

orange umbrella in a sea of blue ones to represent personalization 

Our high net-worth clients consider us enduring partners

With AKD, it’s not about the starting line or the finish—it’s about working together to help you to achieve your long-term financial goals and objectives. Dive deep, envision boldly, and together, let’s begin to plan you and your family’s financial future.

Arial view of lower manhattan looking north 

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