Our mission is to provide our clients with comprehensive wealth management strategies that are designed to help them minimize their tax and maximize their wealth.

Offices located in New York and New Jersey. Please see our Locations page for addresses and contact information.

Since 2006, we have helped people reach financial independence by building a custom, comprehensive financial plan that addresses every aspect of their financial objectives. Our goal is to teach our clients to think of tax and financial planning as one profession and to educate them on why tax planning is an integral part of building wealth. Studies have shown that taxes represent the single largest expense most Americans will incur in a lifetime.

Unfortunately, we find that most people receive investment advice from advisors who do not understand taxes. In fact, more often than not, these advisors will refer tax questions to accountants not affiliated with their firm. This lack of synergy can result in the client paying more taxes than necessary and can lead to an ineffective financial plan.

At Metropolitan Capital Tax & Wealth Management, we believe that in order to build a successful financial plan, it is important to understand each client's tax situation. Since the tax return represents one of the most important financial documents you own, it should be used as a tool to help determine which investment strategy will be the most cost effective.

When was the last time your financial advisor asked to review your tax return?

We feel that knowing how to prepare a client's tax return is a key component in developing an effective financial plan. Since your tax return can be affected by the investments you choose, it's important to understand cause and effect. By understanding what each line on the tax return means, it forces us to analyze each investment from a different perspective. We will never give any investment advice until we have made every effort to understand your tax situation. We focus not only on what you earn, but what you keep.

Our interpretation of true financial planning is different from the average advisor's.

At Metropolitan Capital Tax & Wealth Management, each team member is driven towards the same objective. Our commitment to professional excellence and our dedication to client service is unwavering.

Tax planning is an integral part of building wealth. At Metropolitan Capital Tax & Wealth Management, we take it very seriously.

The Academy of Preferred Financial Advisors Member is solely an indication that the financial advisor attends training provided by The Academy of Preferred Financial Advisors (APFA). Working with an advisor that is part of The Academy of Preferred Financial Advisors (APFA) cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a member of APFA will produce or achieve better results than working with an advisor not affiliated with The Academy of Preferred Financial Advisors. Advisors who participate in this program pay a fee to belong to the program. APFA is not affiliated with Osaic Wealth, Inc., and is not sponsored or endorsed by the broker/dealer.