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Gotham Financial Services


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Achieving financial independence does not always simplify life. In fact, affluence generally increases the complexity of the decision-making process. The greater one’s wealth, the more time and knowledge must be invested in maintaining its growth, preservation and ultimate distribution.

Attorneys, accountants, insurance brokers and financial planners can offer helpful advice, but because most offer services independent of one another, it is often up to their clients to sift through the individual recommendations, evaluating each to determine which are the most appropriate.

The ideal solution is a financial services firm that can help define and seeks to achieve each client’s unique, long-term goals through a comprehensive, holistic program of investments*, tax planning, asset allocation, risk management, insurance, retirement planning and estate planning.

Gotham Financial Services helps provide that solution... in an independent, objective and integrated fashion.

A single-source financial services firm for successful executives, affluent individuals, business owners, professional athletes and entertainers, we work with you to plan and strategic management of many aspects of clients` financial lives, from investment advisory services* to financial planning; from risk management and insurance to estate and retirement planning. We work closely with clients, learning their values and goals, then crafting the strategies and engineering the follow-through to help guide continued financial independence. Gotham Financial strives to reduce the complexity in clients` financial lives, which we believe helps to increase clients` financial independence.

Gotham Financial advises not only individuals but also corporate clients, from small firms to global businesses. Designing competitive, flexible benefit packages is a top priority for successful businesses — and because compensation and benefits often comprise a significant portion of the net worth of affluent individuals — corporate services is a top priority at Gotham Financial.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on the firm, please feel free to contact us. We look forward to hearing from you.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice