We develop financial strategies you can understand and connect with.
We work with people in different ways: some need a second opinion on their investments while others want a comprehensive plan in which their investment, estate and retirement plans all fit together. We collaborate with our clients to create and implement a plan for reaching financial and legacy goals while minimizing taxes and investment fees.
How We Help
Minerva Wealth Advisory is a NY-based wealth management firm. We act in the client’s best interests and do not receive incentives to sell financial products. We combine expertise in financial planning and portfolio management with life experiences that help us understand your needs. We use state of the art analytic tools but we also connect the dots as only an experienced professional can.
Why Is This Firm Named Minerva?
Minerva is the Roman goddess of wisdom and knowledge. Temples, poems, frescos, and plays have been created over the millennia to honor her. She is often depicted with her sacred creature the owl, whose keen eyesight helps her navigate a path forward when surrounded by darkness.