Clients We Work With

Guiding Clients Every Step of The Way 

We work with many different individuals from varying walks of life. The accumulation of financial net worth can often present unique challenges, requiring tailored solutions. Leveraging our experience, we empower clients to effectively navigate and manage these obstacles with confidence.

Accountants

Accountants


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Architects

Architects


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Attorneys

Attorneys


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Business Owners / Entrepreneurs

Business Owners / Entrepreneurs

From various sectors/industries

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Divorcees

Divorcees


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Doctors

Doctors

(Hospital Setting or Private Practice)

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Employees of Private & Public Companies

Employees of Private & Public Companies


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Engineers

Engineers


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Entertainers / Performers

Entertainers / Performers

 i.e. Actors, Models, Musicians

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Estate, Inheritance, & Trust Beneficiaries

Estate, Inheritance, & Trust Beneficiaries


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Executives - Private & Public Companies

Executives - Private & Public Companies


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Financial Professionals

Financial Professionals

i.e. Certified Investment Management Analysts® (CIMA®), CERTIFIED FINANCIAL PLANNER™ professionals, Financial Advisors, Hedge Fund Managers, Institutional Traders

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High Income Earners

High Income Earners


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High Net Worth Individuals & Families

High Net Worth Individuals & Families


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Inventors

Inventors


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Lawsuit Settlement Beneficiaries

Lawsuit Settlement Beneficiaries


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Lottery Winners

Lottery Winners

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Military Personnel

Military Personnel

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Police & Corrections Officers

Police & Corrections Officers

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Pre-Retirees

Pre-Retirees

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Real Estate Investors

Real Estate Investors

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Realtors

Realtors

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Self-Employed / Independent Contractors

Self-Employed / Independent Contractors

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Teachers / Professors

Teachers / Professors


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Union Employees

Union Employees


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Veterinarians

Veterinarians


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What’s Your Risk Number?

We use innovative technology to better understand your comfort with investment risk. It’s called Nitrogen and it helps to ensure your portfolio aligns with your needs. Complete a five-minute quiz that covers your top financial goals and what you’re willing to risk for potential gains. 

Start by clicking below to find your number. Once you’re finished, we’ll reach out to share your results.

Outline of Personal Services

Are you getting the personal attention you deserve?

The overriding principle that our clients’ best interests are above all else is the reason why the relationships we’ve built are authentic and long-lasting.

Get In Touch

For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you.

shawn@steffensfinancial.com | 973-786-3696