Business Details
19 Years
experience
Your Trusted Partner for Comprehensive Wealth Management Solutions
At Hollow Brook Wealth Management, our commitment to integrity, focus, and results drives every decision we make. Founded in 2007, we serve as responsible stewards of our clients' wealth, leveraging decades of collective experience, in-depth research, and disciplined processes to meet complex financial needs. Our team of seasoned professionals, including CFA charterholders, CPAs, and CFPs, brings over 100 combined years of expertise to craft personalized solutions. We prioritize transparency, maintaining open communication and full visibility into our strategies and fees. Our research-driven approach adapts to evolving market conditions while maintaining a long-term perspective on wealth preservation. We specialize in integrated wealth management, combining investment strategies, tax planning, and estate services to support multigenerational clients.Our advisory board of industry leaders enhances our ability to address client needs through diverse perspectives. We take pride in our collaborative culture, fostering innovative thinking and rigorous due diligence to identify unique opportunities. Our family office services extend beyond traditional offerings, providing administrative support, family governance guidance, and specialized asset management. With offices in Katonah, New York, we remain dedicated to being a trusted partner and financial quarterback for our clients, ensuring their success across generations.
Services
Investment Management
Financial Planning
Family Office Services
Estate Planning
Tax Services
Portfolio Optimization
Risk Management
Alternative Investments
Concierge Services
Specialized Asset Management
Details
- Year established: 2007
Highlights and features
- We have over 100 collective years of experience in wealth management.
- Our team includes CFA charterholders, CPAs, and CFPs with specialized expertise.
- We maintain a research-driven approach to identify unique investment opportunities.
- Our fiduciary responsibility ensures strategies prioritize client interests.
- We offer integrated family office services beyond traditional wealth management.
Services
Investment Management
Our investment management services focus on personalized asset allocation and portfolio construction tailored to individual risk profiles. We conduct rigorous due diligence on traditional and alternative managers, offering diversified strategies to meet long-term financial objectives. With ongoing monitoring and rebalancing, we optimize portfolios to adapt to changing market conditions while maintaining alignment with client goals.
Family Office Services
We provide comprehensive family office solutions, including consolidated reporting, cash flow management, and insurance reviews. Our team coordinates with legal and tax advisors to streamline administrative tasks, offering governance guidance and educational programs for heirs to ensure effective wealth transfer and multigenerational planning.
Estate Planning
Our estate planning services integrate with investment and financial strategies to safeguard assets according to client wishes. We collaborate with legal experts to develop trusts, charitable giving plans, and succession frameworks, offering trustee services to provide security and continuity for future generations.
Tax Services
We offer coordinated tax advisory services, working alongside accountants to optimize tax efficiency across investment and estate plans. Our approach includes strategic reviews, compliance support, and planning to minimize liabilities while aligning with broader financial objectives.
Alternative Investments
We provide access to unique alternative investments, including direct opportunities in private equity, real estate, and specialized assets. Our team conducts in-depth analysis to identify non-traditional strategies that enhance portfolio diversification and potential returns beyond conventional markets.
People
Phoebe Rubenstein
Chief of Staff
Phoebe Rubenstein, Esq., oversees operational strategy and compliance, leveraging her legal expertise to ensure seamless execution of client services and regulatory adherence.
Timothy Whelan
Chief Development Officer
Timothy Whelan, CPA, leads business development, applying his financial acumen to strengthen client relationships and expand strategic partnerships within the wealth management sector.
Michael T. Meechan
Director of Investments
Michael T. Meechan, CFA, manages investment strategies, utilizing over two decades of experience in portfolio optimization and alternative asset analysis to drive client outcomes.
Andrea B. O'Neill
Managing Director
Andrea B. O'Neill directs client engagement initiatives, combining leadership expertise with a focus on delivering personalized solutions that align with evolving client needs.
E. Wayne Nordberg
Chairman Emeritus
E. Wayne Nordberg provides strategic guidance as Chairman Emeritus, drawing on extensive industry leadership experience to support the firm's long-term vision and client-centric philosophy.
Questions
What services does Hollow Brook Wealth Management offer?
We provide investment management, financial planning, family office services, estate planning, tax advisory, and specialized asset management tailored to high-net-worth clients.
How does Hollow Brook approach wealth management?
Our disciplined, research-driven approach combines personalized asset allocation, rigorous manager selection, and ongoing portfolio optimization to align with client goals and risk tolerance.
What makes Hollow Brook different from other firms?
Our fiduciary responsibility, integrated family office services, and access to unique alternative investments distinguish us as a comprehensive wealth steward for multigenerational clients.
Can I access my investment portfolio online?
We provide consolidated reporting capabilities and detailed performance analytics through secure client portals for real-time visibility into your investments.
How do you support multigenerational families?
We offer family governance guidance, educational programs for heirs, and coordinated estate planning to ensure seamless wealth transfer and stewardship across generations.
