Financial Advisor in New York

Old Slip Capital provides independent financial advisory and capital management services from our office at 40 Wall Street, Floor 28, New York, NY 10005. Founded on the predecessor firms that began in 1966, we serve individuals, families, institutions and corporate clients who want objective, fiduciary-aligned advice without the conflicts of a large affiliated organization.

What a New York Financial Advisor Should Deliver

A financial advisor in New York should do more than manage money. At Old Slip Capital, we build integrated strategies that coordinate investing, planning, banking, benefits and insurance around your goals. Because we are independently owned, our recommendations are shaped by what serves the client — not by proprietary products or parent-company priorities.

• Private wealth management and family office services
• Registered investment advisory and ERISA fiduciary consulting
• Corporate retirement plans and benefits consulting
• Investment banking advisory for acquisitions, capital formation and valuations

Serving Clients Nationally from New York

While our headquarters are in Lower Manhattan, we work with clients across the country. Our team combines the accessibility of a boutique firm with the institutional capabilities needed for complex wealth, retirement plan and corporate advisory needs.