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The Wacht Group

EST. AUM
$500,000,000

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Firm Details

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

Overview

The Wacht Group is a New York City-based wealth advisory team operating under Shufro, Rose & Co., LLC. Led by Principal Harvey Wacht, the firm provides specialized investment management, tax planning, retirement strategies, and estate planning services. Its core investment approach prioritizes wealth preservation and risk-managed capital growth over short-term market benchmarks, with an emphasis on year-round tax efficiency and customized portfolio structuring for a select group of clients.

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Alternative Activity

Address

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

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