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Here at North Fork Asset Management, we believe that everyone deserves to live their best life, and that starts with a solid financial foundation. Our team of dedicated professionals has made it our mission to empower individuals and families to take control of their financial futures, and we do so by providing comprehensive wealth management solutions tailored to each client's unique needs and goals.

Our Story

North Fork Asset Management was founded on the principles of integrity, excellence, knowledge, solutions, and results. We're not just wealth managers, we're partners in your financial journey. From the start, we sit on the same side of the table as our clients, working diligently to understand their goals, values, and aspirations. Our investment philosophy is rooted in the preservation of capital, diversification, and a long-term approach. We invest in our clients' futures, and we're committed to delivering exceptional service and personalized attention to meet their evolving needs.

Our Services

Our multifaceted financial planning process combines retirement planning, estate planning, risk management, and tax considerations to develop a long-term plan that's right for you. Our investment management services are designed to help you achieve your unique objectives, whether that's growing your wealth, generating income, or preserving your capital. We also offer holistic services that address all aspects of your financial well-being, from budgeting and debt management to college planning and more.

Our Team

At North Fork Asset Management, we're proud of our team of experienced professionals who bring a wealth of knowledge and expertise to the table. Our advisors are committed to staying at the forefront of industry developments and best practices, ensuring that our clients receive the most effective and innovative solutions available. We're dedicated to building long-term relationships, providing trusted guidance, and delivering exceptional service to help our clients achieve their dreams.