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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“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®