The Price Group
Welcome
At The Price Group, we bring more than 40 years of wide-ranging wealth management and investment experience to clients. Many find that our highly personal, multi-generational approach is more comprehensive and more meaningful than what they found elsewhere.
The referrals we receive tell us we are proficient in assisting clients whose complex financial lives demand a high measure of acumen and attention.
While our clientele spans generations and the nation's geography, we are selective in the number of clients we serve. This allows us to engage frequently in thought-provoking conversations with clients. We feel it is important to stay in touch and on top of clients' changing lives—and to know in our hearts what drives and concerns clients, without having to consult our notes.
Who do we serve?
Successful men and women—entrepreneurs, founders and other owners of private businesses, corporate executives, attorneys at prominent law firms, and generations of families.
By listening, we learn. By learning, we can serve our clients' best interests.
In each client relationship, we begin with questions. Our wide-ranging discovery meetings are a "deep dive." Our intent is to clearly understand where a client stands, where they would like to go, and what they believe stands in their way.
In each client relationship, we begin with questions. Our wide-ranging discovery meetings are a "deep dive." Our intent is to clearly understand where a client stands, where they would like to go, and what they believe stands in their way.
We may ask:
- "What do you want your money to do?"
- "What is the purpose of your money? Is it for family, a worthy cause, or both?"
- "Who are you responsible for?"
- "Are you disappointed with your advisor or your portfolio's performance?"
- "Why have you come to us—and why now?"
Investing with a defined purpose that anchors our discipline over time.
Once we appreciate a client's priorities and motivations, we examine their portfolio, the taxation of individual holdings, and the level of diversification. From there, we build an asset allocation, using our firm's extensive research capabilities—and managers we have known for years—to design a client's portfolio. A typical mix of investments includes stocks, bonds, and other fixed income instruments, as well as an appropriate level of private equity, hedge funds and hard assets that perform independently of the markets.
We also maintain a watchful eye on a client's tax consequences throughout the year, not just at "tax time." In addition, we have extensive experience working collaboratively with CPAs and tax attorneys— directing their implementation of the strategies we have formulated. By coordinating with clients and their other trusted advisors, we find that aligning financial, tax minimization, and estate planning can bring about countless benefits—the kind that span generations.
Of course, our efforts require an extra measure of time that many advisors do not expend. However, we strongly believe that clients deserve our absolute best and extended focus when positive and enduring results can be achieved.
Meet Our Team
Insights
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A tale of two markets: Divergence amid the post–Labor Day sell-off
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Mind your business: How to keep your company cyber secure
September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now![](http://dynl.mktgcdn.com/p/mQbrAIRc3Vy-XVQhlPnO2KAw_veL1q9Q9o4NzgocV_0/1440x810.jpg)
New York estate planning
September 4, 2024When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read Now![](http://dynl.mktgcdn.com/p/sTo-JwUa0Bg9XvjFFJByivncYQdhsSxd2KqW1pyd5ms/1440x810.jpg)
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Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market
September 3, 2024The latest Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market explores the outlook for an AI-driven US equity market.Read Now![](http://dynl.mktgcdn.com/p/KliVEQLV4CYvTXZk7hw2i5Wd0SVAHi-rBe0Eo54SCNk/1440x810.jpg)
3 moments that defined August
August 29, 2024As we set course for the upcoming rate cutting cycle, here’s what we learned from August’s highs and lows.Read Now![](http://dynl.mktgcdn.com/p/S_bBeVS72NzJdpFPVtgqQOfA_CaESQGcy5LdgfMaoC4/1440x810.jpg)
The importance of business cash management
August 28, 2024Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read Now![](http://dynl.mktgcdn.com/p/mDTbXbEIfW_0kwf-xbvFlywBqdA1lIIyQXZWfOvGQ9Q/1440x810.jpg)
When is the right time to buy a second home?
August 27, 2024Buying a second home is a big step on your real estate journey. To determine when the time is right, look at your finances, motivations for buying and the housing market.Read Now![](http://dynl.mktgcdn.com/p/vFGi72EXbnQr5yYPCDUnqdJu1N2sw8sgBsOI865qcHk/1440x810.jpg)
Insight 8: Work together to build a better world
August 27, 2024Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now![](http://dynl.mktgcdn.com/p/l6QhxuV4YnT2L9Df1WtuI3F8-wqEMArG4gy6laS4Y_w/1440x810.jpg)
A tale of two markets: Divergence amid the post–Labor Day sell-off
September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read Now![](http://dynl.mktgcdn.com/p/cVUd6--VIRK1ceLbmSc_iJ_-WIqrIAl-FRYmx0bk6JU/1440x810.jpg)
Mind your business: How to keep your company cyber secure
September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now![](http://dynl.mktgcdn.com/p/mQbrAIRc3Vy-XVQhlPnO2KAw_veL1q9Q9o4NzgocV_0/1440x810.jpg)
New York estate planning
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Managing cash: Make sure your assets are well protected
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Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market
September 3, 2024The latest Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market explores the outlook for an AI-driven US equity market.Read Now![](http://dynl.mktgcdn.com/p/KliVEQLV4CYvTXZk7hw2i5Wd0SVAHi-rBe0Eo54SCNk/1440x810.jpg)
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The importance of business cash management
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When is the right time to buy a second home?
August 27, 2024Buying a second home is a big step on your real estate journey. To determine when the time is right, look at your finances, motivations for buying and the housing market.Read Now![](http://dynl.mktgcdn.com/p/vFGi72EXbnQr5yYPCDUnqdJu1N2sw8sgBsOI865qcHk/1440x810.jpg)
Insight 8: Work together to build a better world
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