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Who We Are

Candid Wealth Advisors Team

Candid Wealth Advisors was created in 2023 to help busy, successful people gain clarity on their financial goals and ensure that they bring their most prosperous and meaningful financial future to life. Our dynamic team has decades of experience building highly sophisticated financial plans that incorporate world-class solutions in risk mitigation, wealth accumulation, estate planning, and executive benefit planning.

We aim to be your most reliable financial advisory team, dedicated to championing your vision and values. We help align your finances with your aspirations, to transform your vision into a tangible reality.

Together, we are poised to tackle the annual challenges and opportunities that come your way. Significant life events come with weighty financial implications, but through proper planning and with our support, you will weather the tough times with assurance, and enjoy the wonderful times with peace of mind, knowing you are financially prepared.






Aerial View of Buildings in Manhattan at Night / NYC


Many financial advisors focus their efforts on investments alone, and while we certainly build robust investment portfolios for our clients, that’s just the tip of the iceberg. We know the real power lies in the integration of investments and planning through a variety of sophisticated solutions, which is what our team is equipped to provide.

“Candid” is in our name for a reason. It is the foundational value of our firm. We are committed to consistently providing you with transparent and honest insights - both positive and challenging - so you feel certain that we always have your best interests in mind.