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Wealth & Money Management Awards 2015

Circle Wealth Management

Circle Wealth Management is one of the 2015 winners of Wealth & Money Management Awards at Wealth & Finance.

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About Circle Wealth Management

Most Trusted Wealth Advisory Team – New York, and Most Trusted Wealth Manager of 2014 – USA

Circle Wealth Management, LLC (CWM) is an independent investment advisory and wealth management firm with offices in New York City and Summit, New Jersey. The firm provides customized services and tailored investment solutions to high net worth families and foundations. CWM’s partners had successful careers in wealth management, investment banking, and asset management prior to founding CWM. The firm’s collaborative style enables them to bring their unique experiences and expertise to each client relationship while creating synergies with clients’ expanded teams of advisors, including legal and accounting professionals, private banks, investment banks, and trust companies. The firm strives to provide every client with the peace of mind that comes from knowing that their investment plan is being proactively managed by a seasoned team whose interests are fully aligned with theirs.

 

 

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