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Wesfair Advisory Group, Inc.

EST. AUM
$30,268,007

CONTACTS

CLIENT ACCOUNTS
11

Firm Details

Metro area New York City
CRD Number 295320
Website wesfairagency.com
Client types

Overview

Wesfair Advisory Group, Inc. is an independent, SEC-registered Registered Investment Adviser (RIA) headquartered in Chappaqua, New York. Evolving from the longstanding Wesfair Agency established in 1955, the firm provides personalized wealth management, investment advisory, financial planning, and retirement plan consulting services to individuals, families, and businesses. Operating under a fiduciary standard, Wesfair Advisory Group develops customized multi-asset investment strategies aligned with each client’s financial objectives and risk tolerance. Its integrated approach combines portfolio management with retirement planning, insurance strategies, risk management, and business advisory services to help clients preserve wealth and achieve long-term financial success.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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