What We Do » Financial Planning

What do you want to accomplish with your wealth, your time, and your family?

Here at North Fork Asset Management, we offer a “holistic” suite of investment services that guide our clients through the complexities involved in managing wealth. Our multi-faceted financial planning process combines retirement planning, estate planning, risk management and tax strategies to develop a long-term plan that’s right for you. We take steps to identify specific risk factors, and then include strategies to mitigate risk along the way. The result? You gain the financial clarity to make informed decisions and manage your wealth more effectively.