David Warshaw, CFP® founded The WealthPlan LLC in 2011 to help people fulfill their financial dreams.
To be a trusted steward for our clients as it pertains to their financial lives.
The following five areas are deeply important to The WealthPlan LLC.
Just like a skilled sailor, we help you chart your course and stay on track, no matter how the markets perform.
We help you allocate your investment dollars in four key investment categories: preservation, capital markets, real estate, and alternative investments.
We strongly believe that everyone should work with a financial advisor and because of that, we’ve created three unique service offerings depending on your needs.
Office: (516) 400-7111
Mobile: (516) 699-1776
Fax: (516) 400-2411
1539 Franklin Ave.