Business Details
27 Years
experience
Your Trusted Partner for Comprehensive Wealth Management Solutions
Frisch Financial Group has been providing personalized wealth management solutions since 1999. As fee-only fiduciary advisors, we specialize in investment management and comprehensive financial planning, combining technical expertise with a client-first philosophy. Our team of certified professionals employs strategic asset allocation, tax-efficient strategies, and behavioral coaching to help clients achieve financial peace of mind.With multiple industry awards and decades of collective experience, we maintain a boutique approach that emphasizes transparency, education, and family-like client relationships. Our co-management philosophy ensures clients remain informed and involved in every aspect of their financial strategy.
Services
Investment Management
Financial Planning
Wealth Management
Retirement Planning
Tax Planning
Estate Planning
Insurance Analysis
Risk Analysis
Social Security Maximization
Philanthropic Guidance
Details
- Year established: 1999
Highlights and features
- We are fee-only fiduciary advisors legally bound to act in your best interest
- Our team includes CFPs, CPAs, and CFA charterholders with decades of combined experience
- Recognized with 13 consecutive Women's Choice Awards and Forbes Best-in-State honors
- We employ a co-management philosophy keeping clients informed and involved in all decisions
- Specialized expertise in retirement planning, tax strategies, and estate planning
What people say
Exceptional personalized service
Deep financial expertise
Compassionate client approach
Award-winning advisors
Transparent communication
Services
Investment Management
Our investment management services combine fundamental analysis with tactical strategies to create personalized portfolios. We utilize low-cost vehicles like ETFs and mutual funds while implementing tax-efficient techniques. Regular rebalancing and risk assessment ensure optimal performance aligned with client goals and market conditions.
Financial Planning
We develop comprehensive financial plans addressing retirement timelines, tax minimization, insurance needs, and legacy goals. Our process includes cash flow analysis, risk assessment, and customized strategies to help clients achieve both short-term and long-term objectives through regular review and adjustment.
Wealth Management
Our wealth management integrates investment strategy with estate planning, social security optimization, and philanthropic giving. We coordinate with legal and tax professionals to create cohesive plans that address all aspects of financial well-being for individuals and families.
Retirement Planning
We help clients determine retirement readiness through detailed cash flow projections and income planning. Our services include social security optimization, withdrawal strategies, and risk management to ensure sustainable income throughout retirement years.
Estate Planning
Our estate planning services focus on wealth transfer efficiency and family legacy preservation. We coordinate with legal professionals to implement trusts, wills, and gifting strategies that minimize tax exposure while fulfilling clients' wishes for asset distribution.
People
David A. Frisch
Founder and CEO
Founder of Frisch Financial Group with over 25 years in wealth management. Certified Public Accountant and CFP professional specializing in investment strategy and fiduciary responsibility. Recognized multiple times as New York's Best-in-State Wealth Advisor by Forbes.
Jason M. Sacks
President and Wealth Advisor
President and CFP professional with extensive experience in financial planning and wealth management. Recognized in industry publications for expertise in client-focused advisory services and investment strategy development.
Joyce A. Streithorst
Principal and Wealth Advisor
Principal advisor with CFP and CDFA certifications. Recognized as top woman wealth advisor by Forbes and Crain's New York Business. Specializes in working with women and families through complex financial transitions.
Shawn P. Gallagher
Principal and Wealth Advisor
Principal advisor and CFP professional with recognition as Executive Circle Honoree. Focuses on comprehensive wealth management solutions for business owners and high-net-worth individuals.
Ally Cropsey
Business Operations Manager
Business Operations Manager with recognition as Emerging Leader Under 30. Coordinates firm operations and client services while maintaining focus on efficient wealth management delivery.
Questions
What services does Frisch Financial Group offer?
We provide investment management, financial planning, retirement planning, tax strategies, estate planning, and wealth management services tailored to individual client needs.
Are you fiduciary financial advisors?
Yes, we are legally bound fee-only fiduciaries who never sell products and always act in our clients' best interests.
What makes Frisch Financial different from other firms?
Our combination of technical expertise, family-like client relationships, and co-management approach creates a unique, client-centered experience.
Do you work with specific client types?
We specialize in serving families, women, retirees, business owners, and individuals navigating life transitions like medical diagnoses or end-of-life planning.
How are your investment strategies structured?
We use strategic asset allocation, tax-efficient portfolio construction, and behavioral coaching combined with regular rebalancing and tactical adjustments.
