Schupak Financial Advisors is a fee-only, independent firm.
We specialize in working with high achieving, urban professionals in the prime of their career. It is easy to make good money in a big city and not have much to show for it years later. Turn that income into wealth.
Residing in NYC and Jersey City, we serve the New York tri-state area in person. In addition, we provide our services nationwide through virtual meetings and the occasional trip to connect with a client face to face.
Michael (Mike) Schupak, CFP® founded Schupak Financial Advisors with the ambition to demystify the world of finance and help individuals reach their goals.
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We have established affiliations with Networks and Associations whose values, ethics and professionalism align with ours.
By utilizing our network throughout these organizations we stay up to date on the newest and most cutting edge advances in the industry. And, since we are a boutique independent Registered Investment Advisor (RIA), we have the advantage of moving with speed and agility to implement advancements, whether technology-driven, investment related or planning focused.
Our Financial Planning services can be one-time hourly-based or an ongoing basis. We provide advice on key topics such as cash flow and budgeting, retirement forecasting, risk management, investment analysis, estate planning and tax planning.
Utilize our Portfolio Management services and take the stress out of investing. We create a portfolio based on your time horizon, risk tolerance and capacity. Then we handle the asset allocation, asset selection, trading, threshold rebalancing, tax harvesting and performance reporting.