Experience You Can Trust. Advice You Can Understand.
With almost three decades of experience in the financial services industry, our team brings a depth of knowledge and experience, professional integrity, and credentialed expertise to every client relationship. But just as important as what we know is how we work—with thoughtful conversations, clear and informed advice, and a relationship built on trust and mutual respect.
This site was created as a space for you to learn about us and what you can expect from working with Finkelstein Wealth Advisors while also exploring and understanding the financial topics that impact your life—from investing and retirement planning to tax strategies, estate considerations, and beyond. Whether you’re just beginning to organize your financial life or managing complex needs, we believe informed decisions start with accessible, unbiased guidance.
Our team holds advanced industry designations and a long track record of serving clients through changing markets and life stages. We take pride in offering advice that is both technically sound and personally meaningful—always grounded in your goals and values.
Feel free to browse, revisit, and reach out if something resonates.
We are here if or when you’re ready—for thoughtful conversations and guidance built on decades of helping clients successfully achieve their goals.
