2021 Schupak Financial Advisors, LLC

(646) 844-2416

  • Home
  • About
    • Meet Mike
    • Our Process
    • In the Press
  • Services
    • Financial Planning
    • Investment Philosophy
    • Pro Bono
  • Affiliations
  • Blog
  • Client Login
  • Contact

Safeguard Assets
Formulate a Plan
Accumulate Wealth

Are your investments optimized
for your risk profile and goals?

Your financial plan should be as unique as you are.

We believe REAL financial planning is more than just asset management.


General Planning

Let’s get the basics in place; cash flow review, debt management and goal discussions.


Investment Management

Our investment philosophy is based on Nobel Prize winning research and tailored to your needs.


Retirement Planning

Evaluate your current trajectory and work together to improve where you are headed.


Risk Needs Analysis

Assessment and recommendations on insurance coverage pertaining to your specific circumstances.


Employer Benefits

Recommendations to optimize your employer benefits from annual enrollment to stock option analysis.


Tax Planning & Forecasting

Tax implications and planning will be layered throughout all areas of our planning together.

Our fees start at 0.95% of the assets we manage. For clients with less than $400K of managed assets,
there is a $1K upfront charge and an annual minimum fee starting at $4K.”

Financial Planning Services

AFFILIATIONS

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.

AFFILIATIONS

ABOUT

Schupak Financial Advisors is a fee-only, independent fiduciary firm.

We specialize 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.

With offices located 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.

Meet Mike  OUR PROCESS

As Seen In:

mike schupak financial advisor

footer-logo
CALL: (646) 844-2416
Schedule a Meeting
Get in Touch by Email

Copyright 2021 Schupak Financial Advisors, LLC
101 Hudson Street, Suite 2175, Jersey City, NJ 07302     •     54 W. 40th St., New York, NY 10018
Schupak Financial Advisors, LLC is an investment advisor registered in New Jersey.
[READ DISCLAIMER] • [webdesign]