PRIVATE WEALTH

Clear Plans for Wealth

We manage portfolios, retirement accounts, and tax-smart account mixes so your money has a clear plan. Get steady guidance on rollovers, cash flow, and estate details.

Book a consultation View services

Walnut study credenza with leather portfolio boxes, brass compass and skyline reflection at dusk.

Metric 01

18 yrs

Wealth planning experience

Metric 02

320+

Families and owners served

Metric 03

4.8/5

Average client rating

HOW IT WORKS

Four Clear Steps

Asset mixes built to match your goals, taxes, and risk level.

Cream, slate, and brass portfolio sleeves beside a closed leather box on stone.

Annual review

Portfolio Management

From $3,000/yr

Asset mixes built to match your goals, taxes, and risk level.

Macro of a sand timer, ceramic drawdown markers, and a retirement folio on a walnut sideboard.

6-month plan

Retirement Planning

From $2,400/yr

Archival plan boxes and brass ring on linen, a sleeve sliding into place mid-transfer.

One-time setup

IRA Rollover Help

From $1,200

Stone blocks, brass dividers, and slate trays arranged in a moody diagonal on a dark travertine plinth.

01Quarterly checks

Tax-Smart Allocation

From $2,200/yr

Place holdings in the right accounts to cut tax drag over time.

Top-down archive box, cream sleeve, and wax seal on linen in warm light

02Family review

Estate Coordination

From $1,800/yr

Keep beneficiaries, trusts, and account names lined up.

03Quarterly plan

Cash Flow Planning

From $2,000/yr

Map income, bills, savings, and big buys on one page.

SERVICES

Wealth Plans That Fit

We start with your goals, accounts, income, and risk level.

Brass compass, ivory notebook and slate paperweight on pale wood in soft side light.

Review

We start with your goals, accounts, income, and risk level.

River stones on linen beside a brass divider, softly lit on a stone shelf

Map Goals

We line up the money pieces and show the first steps.

Archival folders with leather bands and brass clips in a warm wood niche.

Build Plan

We set the portfolio, tax, and cash-flow actions that fit.

Overhead cream folders, brass shadow, slate marker on cool concrete with emerald accent

Track Progress

We check results, answer changes, and update the plan as life moves.

CASE RESULTS

Numbers That Matter

One planning call Risk profile check Holdings review IRA and 401(k) scan Cash-flow snapshot

Billed monthlyBilled monthly

Starter

From $500/mo

One planning call
Risk profile check
Holdings review
IRA and 401(k) scan
Cash-flow snapshot

Most popularBilled monthly

Signature

From $1,250/mo

Monthly portfolio care
Tax-smart asset placement
Retirement income map
401(k) rollover guidance
Estate account check
Quarterly review call

By proposalBy proposal

Scale

Custom

Full portfolio management
Multi-account tax planning
Ongoing drawdown review
Business cash-flow mapping
Beneficiary and trust review
Twice-monthly strategy calls

WHAT CLIENTS SAY

Why Clients Stay

Reworked account placement and lowered taxes on new savings.

Ivory sleeves and a brass divider on a dark shelf in warm window light.

Families

Tax Drag Cut in Half

Reworked account placement and lowered taxes on new savings.

Leather IRA folio with brass clasp on a stone shelf in a dark archive

Retirees

401(k) Rollover Settled

Slate markers and ivory bowls around a reserve vessel on stone, lit by warm window light.

Business

Owner Cash Flow Mapped

Ribboned archive box, key set, and cream sleeve on a dark credenza in moody light.

Families

Estate Plan Lined Up

Ivory and slate portfolio markers beside a brass timepiece and closed leather folio

Retirees

Retirement Income Set

Brass compass, ebony opener, and leather folio on dark stone in dramatic studio light.

Retirement income plans

Mara Ellison

Face-down calculator, brass bead counter, and graphite tabs on a walnut tray

Tax-smart investing

Jonah Patel

Ivory archive sleeves, wax seal, and emerald paperweight on pale linen in soft directional light.

Cash flow and rollovers

Elena Brooks

Brass service bell with cream correspondence sleeve and envelope opener on stone

Estate documents and reviews

Victor Nguyen

Proof

Customer notes

Verified

“We finally had one plan for our accounts and our retirement dates.”

Dana Whitmore

Dental practice owner

Verified

“The rollover was clear, and we knew what each step meant before we signed.”

Marcus Bell

Retired engineer

Verified

“Our cash flow feels calmer, and we can see next quarter ahead of time.”

Priya Shah

Design studio co-founder

Service area

New York City Metro

Manhattan, Brooklyn, Queens, Bronx, Staten Island

Manhattan skyline above East River haze and pale pier concrete at golden hour

Area 01

New York City Metro

Manhattan, Brooklyn, Queens, Bronx, Staten Island

Golden-hour Jersey City and Hoboken riverfront with Manhattan across the Hudson and open misty water.

Area 02

North Jersey

Jersey City, Hoboken, Montclair, Morristown, Summit

Hazy Westchester river bluffs with stone estates and wooded ridgelines at dusk

Area 03

Westchester County

White Plains, Scarsdale, Rye, New Rochelle, Yonkers

Area 04

Long Island

Nassau County, Garden City, Mineola, Melville, Huntington

The Map

Journal

Notes For Better Plans

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Questions

Common Client Questions

Quick answers before visitors choose a product, service, or next step.

01What do you manage?+

We manage portfolios, retirement accounts, IRA rollovers, tax-smart asset mix, cash flow, and estate details.

02Who do you work with?+

We help individuals, couples, and business owners who want a clear plan for long-term money decisions.

03How does the first meeting work?+

We review your goals, accounts, income, and risk level, then share the first steps and a fee estimate.

04Do you help with 401(k) rollovers?+

Yes. We review plan rules, compare IRA choices, and guide the move so old money fits your plan without tax surprises.

05Can you help with taxes?+

We use tax-smart account placement and yearly reviews to help cut tax drag without making things hard for your family.

06Do you work outside New York?+

Yes. We serve clients in nearby states by phone or video, and we meet in person across our local area when needed.

Monthly Planning Notes

Get short notes on retirement, tax moves, and portfolio checks from Okapi Wealth.