Dakota
Dakota
Book a Demo
Talk to an Expert

Aging Solutions Management

EST. AUM
$100,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number 328473
Website agingsolutionsny.com
Client types

Overview

Aging Solutions Management, operating through Aging Issues Management LLC, is a Westchester-based Registered Investment Adviser focused on planning for seniors and their families. The firm provides a one-stop solution that combines financial, retirement and investment planning with estate, long-term care and NY Medicaid planning, Social Security and Medicare guidance, and senior housing and real estate solutions. Aging Solutions Management educates clients on the four stages of retirement and helps them coordinate finances, care needs and housing decisions to reduce stress and protect assets. The firm works as a fiduciary resource to help New York seniors plan better so they can live better.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy