Siena Private Wealth is a New York-based financial advisory firm that offers honest and independent financial advice to help clients achieve their financial goals. With a focus on personalized financial planning and investment management, their team of experienced professionals provides tailored solutions to optimize clients' assets and navigate life transitions such as divorce. Committed to community engagement, Siena Private Wealth also donates a portion of their profits to charitable causes chosen in collaboration with clients and their families.
Founded by Marisa Rothstein, a Certified Financial Planner and Accredited Estate Planner, Siena Private Wealth draws inspiration from the bucolic Tuscan region of Italy, aiming to provide clients with a taste of the flavors, beauty, and richness of life. With a commitment to earning the trust of their clients every day, the firm takes a comprehensive approach to financial planning, considering all sources of income and savings to develop a savings and spending plan that aligns with clients' goals and values.
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