Source Financial Advisors
Financial Services - New York, NY, US
Source Financial Advisors Employees
Mark Rosenthal
Chief Compliance Officer and Director, Administration and Operations
Source Financial Advisors Senior Management
Source Financial Advisors Details
Financial Inspiration is an energy, a passion, and a creative mindset. It is the transformative tool that brings clarity to what once felt out of reach. This is not your father's money management. This is not your husband's money management. This is your financial freedom. At Source Financial Advisors, our goal is not solely to serve our clients' needs, but to ensure their wealth serves their needs. Founded by Michelle Smith, CEO, Source is a distinctly independent firm offering comprehensive wealth management and investment planning experience in a specialist practice structure. That gives us the flexibility and intellect to position clients for managing life's milestones – long before they happen.In building our relationships, we listen, discuss, collaborate, and clarify. We combine that understanding with a thoroughly detailed inventory and analysis of all client assets and financial resources. This holistic approach allows us to build an effective wealth management plan that shares our client's vision for success, so they can forget about the financial details and pursue a life well-lived.In addition, Michelle Smith recently founded Wife2CFO, a platform product of Source created to help educate high-net-worth newly divorced women in managing their wealth and financial well-being.We look forward to working with you.
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