Transparent Wealth Consulting, Llc

At Transparent Wealth Consulting LLC, we unite the access and resources of leading institutional firms with the personal attention of a boutique practice. Put another way, we’re Wall Street-forged, but Main Street-focused. Based in Victor, New York, we have served clients across the country since 1978. We specialize in helping affluent individuals, families, and business owners transfer wealth between generations with tax-minimizing wealth. We have eliminated the middle men such as broker dealers, banks, and third-party money managers. While the majority of advisors use outside agencies to oversee their clients’ wealth, every aspect of our clients’ plans is managed in-house. We are accountable exclusively to you.