Business Details
44 Years
experience
Trusted Wealth Management Solutions in New York City
Treasury Partners delivers strategic wealth management solutions tailored to organizations and high-net-worth individuals. Founded in 1982, our firm prioritizes client needs through personalized strategies, fiduciary commitment, and a focus on safety, liquidity, and yield. With over 40 years of experience, we serve corporate investors, families, trusts, and endowments, offering customized portfolio management, retirement planning, and ESG-aligned investing. Recognized as a Barrons Top 100 Financial Advisor for over 20 consecutive years, our team of 31 professionals provides high-touch service and institutional-grade resources. We operate under a fiduciary standard, ensuring all decisions align with client interests while maintaining transparency and ethical accountability.Our custody partnerships with leading institutions like BNY/Pershing and Fidelity safeguard client assets, and our three-dimensional investment approach combines core fixed income, market-related strategies, and special situations. As retirement plan advisors, we mitigate fiduciary risk and enhance participant experiences, supported by accolades from Barrons, Forbes, and the Financial Times. Our family office services address complex wealth management challenges, and our philanthropic advisory team helps clients maximize tax-efficient giving. With a legacy of referrals from satisfied clients and professionals, we remain dedicated to evolving with economic landscapes to deliver enduring value.
Services
Investment Management
Financial Planning
Retirement Planning
ESG Advisory
Family Office Services
Philanthropic Advisory
Trust & Estate Planning
Retirement Plan Advisory
Liquidity Event Planning
Foundation Advisory
Details
- Year established: 1982
Highlights and features
- We operate under a fiduciary standard, legally obligated to act in your best interests.
- Customized portfolios reflect individual risk tolerances and evolving economic conditions.
- Ranked among Barrons Top 100 Financial Advisors for over 20 consecutive years.
- 31 experienced professionals provide high-touch service and institutional-grade resources.
- Custody partnerships with leading institutions ensure secure asset management.
Associations and certifications
- Barrons Top 100 Financial Advisors
- Forbes Best-In-State Wealth Advisors
- Barrons Top 1200 Financial Advisors
- Barrons Top 100 Independent Advisors
Services
Investment Management
Customized investment strategies tailored to individual risk profiles and financial goals. Our fiduciary advisors construct diversified portfolios using core fixed income, market-related investments, and special situations. We prioritize safety, liquidity, and yield while adapting to changing economic conditions, ensuring alignment with client objectives.
Financial Planning
Comprehensive financial planning addressing asset allocation, retirement income, and estate strategies. Our team conducts in-depth assessments of personal finances, business affairs, and long-term goals to create actionable plans that evolve with clients' changing needs and market dynamics.
Retirement Plan Advisory
Fiduciary support for corporate retirement plans, including ERISA compliance, cost reduction strategies, and participant education. We help plan sponsors mitigate fiduciary risk, select best-in-class providers, and implement strategies to improve retirement outcomes for employees.
Family Office Services
Integrated solutions for complex wealth management needs, including liquidity event planning, tax optimization, and intergenerational wealth transfer. Our team addresses the paradox of wealth by streamlining financial affairs, allowing clients to focus on enjoying their assets.
Philanthropic Advisory
Strategic guidance on tax-efficient charitable giving aligned with personal values. We help clients maximize philanthropic impact while optimizing financial benefits through donor-advised funds, charitable trusts, and other structured giving vehicles.
People
Richard Saperstein
Chief Investment Officer
With over 40 years of experience, Richard leads investment strategy and portfolio management at Treasury Partners. Recognized as a Barrons Top 100 Financial Advisor, he prioritizes fiduciary responsibility and client-centric solutions.
Steve Bogner
Managing Director
Specializing in retirement plan advisory, Steve has been named to the Financial Times 401 Top Retirement Plan Advisors list. He focuses on reducing fiduciary risk and enhancing participant outcomes for corporate clients.
Questions
What services does Treasury Partners offer?
We provide investment management, financial planning, retirement planning, ESG advisory, family office services, and philanthropic advisory tailored to high-net-worth individuals and organizations.
Are you a fiduciary financial advisor?
Yes, we operate under a fiduciary standard, legally required to act solely in our clients' best interests for all investment decisions.
How are portfolios customized?
Portfolios reflect individual risk tolerances, financial goals, and changing economic environments using a three-dimensional approach combining core fixed income, market-related strategies, and special situations.
What retirement plan services do you provide?
We reduce fiduciary risk, lower plan costs, and enhance participant experiences through ERISA compliance monitoring, fund manager evaluation, and retirement income planning.
How does Treasury Partners handle ESG investing?
We collaborate with clients to integrate environmental, social, and governance considerations aligned with their values and portfolio objectives.
What recognition has Treasury Partners received?
We’ve been ranked among Barron’s Top 100 Financial Advisors for over 20 years and recognized by Forbes and the Financial Times for excellence in wealth management.
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