Transparent Wealth Consulting, LLC

At Transparent Wealth Consulting LLC, we unite the access and resources of leading institutional firms with the personal attention of a boutique practice. Put another way, we’re Wall Street-forged, but Main Street-focused.

Based in Lakeville and Victor, New York, we have served clients across the country since 1978. We specialize in helping affluent individuals, families, and business owners take command of their financial future with comprehensive, tax-minimizing wealth strategies.

As a defining feature of our firm, we have eliminated the middle men such as broker dealers, banks, and third-party money managers. While the majority of advisors use outside agencies to oversee their clients’ wealth, every aspect of our clients’ plans is managed in-house. We report exclusively to you. This streamlined process ensures ultimate privacy and unshakable confidence in your future.

Please also note our location at:
100 Cobble Creek Road
Victor, NY 14564