NYC Financial Planner
About Us
The economic challenges we face are new. The way we approach them must be, as well.
Bone Fide Wealth equips our clients with the tools they need to approach today’s reality and succeed. Please don’t confuse us with glorified brokers interested only in managing your assets and what products we can sell you. We are here to serve as your:
Coach
We help our clients identify their goals and achieve them.
Counselor
We address your specific financial situation and guide you through the tough decisions.
Consultant
We help improve your career or business with creative financial strategies.
Confidant
We go beyond the numbers to make sure you feel confident in your decisions.
In other words, we are not your parents’ financial advisor.
We are independent wealth management professionals equipped with the experience to provide relatable advice, proper education and tailored financial solutions.
With a bespoke comprehensive financial plan from a CERTIFIED FINANCIAL PLANNER™ and technology that affords you unparalleled access and contact with our firm, you can have full control of your finances and spend more time chasing the great things in life. Let us educate, empower and invest in you.
Services
Financial Planning
- A detailed roadmap to your financial life
- Complete context to your financial decisions
- Quarterly client service meetings
Investments
- Disciplined and diversified strategies tailored to your specific goals
- Passive and low cost approach with a transparent fee structure
Workplace Benefits
- Retain and motivate your talent
- Leverage tax strategies for your business
The Team
Douglas A. Boneparth, CFP®
Marie Weitzman
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Our Blog
The Cost of a Nuclear Family
I don’t have to tell you that life is expensive and unexpected. What with gas to drive to and from work (barring your car is still in good condition), rent/house payments (hopefully not at the same time), food (because that’s kind of important), the list of basic costs to live can add up—fast! Throw into[…]
Estate Planning for the Millennial
When it comes to considering the future, many of us are only thinking about tomorrow, not 5, 10 or even 20 years in the future. This can especially be said for the younger generations. USA Today reports that Millennials are foregoing future planning until they’re married or have children. Cue the Homer Simpson, “Doh!” Making[…]
The Real Deal About Freelancing and Finances
We gather here today to pay respects to the traditional workplace. It died a noble death, rout with position hierarchy, ownership of information, and allocating time and resources—only when deemed necessary. Okay, that’s a bit hyperbolic, but there has been a clear shift in the workplace. And one of the causes of that shift is due,[…]
A Millennial Advisor’s Perspective on the 2016 Election
The 2016 election is finally over and Donald Trump will be our next president. Needless to say, this has a lot of Millennials in shock and number of my clients calling to ask if everything (not just their money) will be okay. So, to them and to all of my fellow Millennials, let me say[…]
Open Enrollment Season
It’s that time of year again for many employees: open enrollment for group benefits. This means you have a relatively small window of time to select or change the various elections offered to you. My friends at CNBC were kind enough to invite me back to On The Money to discuss the topic. You can watch[…]
Year End Financial Planning
Heather loves the fall. From the leaves changing their colors to that certain crispness in the air, she can’t get enough of it. So far we’ve been to two pumpkin patches and one fall apple festival featuring a petting zoo. Hazel got to meet new furry friends. However, there was a pretty sad looking goat[…]
How to Buy Your First Home: Part 2
Welcome back. Let’s get to it by picking up right where we left off. Making an offer – “This is the one,” you say. We said it more than twice. Now that you have equipped yourself with vast amounts of research and you have a trusted agent at your side, you should be in a[…]
How to Buy Your First Home: Part 1
Oh, hello again. Look at what we did to the web site! Do you like it? Well, I decided to hire an SEO professional to make the change from SquareSpace to WordPress! I hope you find this site just as fresh as the last one. Before we begin, a big thanks to everyone that participated in[…]
Summer Swag, Closing Time and In The News: “40 Under 40”
Hello sunshine! Seriously, things are heating up here in the city and summer is in full swing. The upper 80s are lower 90s are becoming the new weekly norm. So grab a cold one and relax while reading this month’s blog. Speaking of keeping cool, let’s do something fun. The first 25 people to tell[…]
A Failed Recruitment Model and Refinancing Your Federal Loans
I thought it would never get warm in NYC, but here we are. Welcome back fellow readers and personal finance enthusiasts! There’s nothing too crazy last month and, for those of you that were concerned from the previous post, I am feeling a little less stressed out. So, thanks to those of you who’ve asked.[…]
THE MILLENNIAL MONEY FIX
What you need to know about budgeting, college debt, and finding financial freedom.
Ready to take the next step?
“With a passion to improve the financial lives of those around me, I founded Bone Fide Wealth, a firm dedicated to providing both effective and relatable advice to the city’s hardest working young professionals. My personal experiences with student debt, higher education, career development, professional achievement and entrepreneurship, I share a perspective that very few Millennial financial planners in the profession can. I draw upon the real-life examples of my firm’s clients, offering financial solutions that that are as creative as they are practical. If you’re looking for a professional who truly understands financial planning for Millennials, look no further.”
– Douglas A. Boneparth, CFP®