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Richard Blonstein CPA, CFPTM, is the principal and founder of Broad Wealth Management, Inc.

We provide fee-only financial planning services and investment advice.

If you would like to receive more information or ask about our services please contact us

Welcome To Broad Wealth Management, Inc

The guiding principle of Broad Wealth Management, Inc. has always been responsive, personalized and impeccable service built on trust, and we have compiled an excellent reputation for helping the people who engage our services. Broad Wealth Management, Inc. excels at identifying and implementing the best safe strategies to help you achieve your personal and business objectives. We work as a coach with you to provide comprehensive, personalized wealth-management solutions. The broad spectrum of expertise we offer includes asset protection, estate and trust planning, financial planning, insurance, investment advice, philanthropy, private banking and tax planning. After evaluating your goals and risk tolerance, we can create a personalized investment plan that is in harmony with your financial objectives. We believe that a long-term investment strategy offers the strongest potential for realizing your desired rate of return. Long-term investing minimizes risk and allows for the selection of a sound asset-allocation strategy.

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Contact Info

Phone: 914-924-0621
Fax: 877-235-6353