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About Arcadia Wealth Management

Arcadia Wealth Management is a wealth management firm with offices in Smithtown, NY and New York City. Our team-based approach gives our clients a unique experience; all of our financial professionals are well versed on each client situation, ensuring our clients receive the utmost level of care. Arcadia Wealth Management is committed to client service and integrity, and as fiduciaries, we always put the best interests of our clients first. Our firm offers asset management, estate planning, tax planning, and risk management. Arcadia’s staff maintains close relationships with individuals and families. Through the use of music and regularly scheduled meetings, we encourage our clients to view life in a different way. By working with all aspects of a client's life, we hope to provide meaningful and creative solutions to difficult client challenges that may move beyond the standard definition of financial planning. We like to say we are in the business of life planning.

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