Wealth PartnersThe Seltzer Group
Awards and Industry Recognition


Forbes
Welcome
As stewards of your wealth, we use a proactive and hands-on process to develop and manage tailored portfolios. Attention is paid to creating investment approaches that help weather any type of market fluctuation so that you may stay the course. Through a collaborative partnership, we function seamlessly alongside CPAs, attorneys and other outside professionals to address the totality of your financial situation.
We are proud to serve as your gateway to the full array of resources available at J.P. Morgan—strategic investments, trusts and estates, private banking, philanthropy, mortgages and credit. Our team is committed to going beyond what's expected, and we strive to make our accessibility and responsiveness an everyday reality.
Investment Approach
Delivering comprehensive wealth management
Our team serves the investment needs of high-net-worth individuals, business owners, attorneys and other successful professionals who have worked hard to acquire significant wealth and are looking for ways in which to make these assets work for them. For over 20 years, we have delivered investment planning strategies that help clients to grow and manage their wealth more effectively and leave a legacy for future generations.
Offering a tailored and disciplined process
We take a conservative approach that emphasizes long-term growth and preservation of capital. Our goal is to avoid the inevitable volatility of market fluctuations. Bonds play an important role in portfolio construction, and we draw on our deep experience in fixed income markets to design tailored strategies that help clients succeed amid any economic condition.
The total client experience
At The Seltzer Group, we combine the vast resources and cutting-edge technology of a premier global firm with the personalized service one would expect from an investment boutique. Our holistic and disciplined wealth management process is focused on reviewing all aspects of a client's financial life so that we can ensure the entirety of each wealth management scenario is considered.
We draw on our seasoned experience to build and manage client portfolios. We may also work with asset managers and use ETFs and other investment vehicles when situations call for a blend of strategies.
Our investment approach is both comprehensive and seamless. As guardians of your wealth, we work alongside CPAs, attorneys and other outside professionals to address the total financial picture.
Areas of focus include:
- Investment Strategies
- Portfolio Management
- Tax-Advantaged Investments
- 401(k) Management
- Banking, Lending, Mortgages and Credit
- Retirement Planning
- Trust and Estate Services
- Generational Wealth Transfer
- Charitable Giving
Our personal dedication to excellence
Our hands-on and proactive practice is embodied by the deep and long-lasting relationships we have built with each client. By working with a select group of individuals and their families, we are able to dedicate the time and attention required to offer high-touch service that cares for their unique needs. Through both good and challenging times, we have maintained these close ties and provided the guidance, experience, strategies and ideas to help clients stay the course.
A partnership approach
We believe that empowering individuals to pursue their financial goals provides an avenue to enhance their lives and those of their families. We are committed to managing these investments with the utmost trust and integrity. Our team is directly accessible to clients, and we welcome the opportunity to be a partner in their success.
Meet Our Team
Specialist Resources
Insights

5 things moving markets—besides the Fed
February 3, 2022From COVID-19 case counts to the resilient housing market, there are some key dynamics investors should be keeping an eye on.Read Now
Black women are the fastest growing group of entrepreneurs. But the job isn’t easy.
February 21, 2022Read Now
How are markets adjusting to the ongoing crisis in Ukraine?
March 3, 2022Three things are starting to become clear as the invasion continues.Read Now
The intersection of climate change and the need to upgrade home insurance
March 8, 2022Climate change is impacting lots of choices that people make – even insurance. Keep reading to learn more about how homeowners insurance has been affected by climate change.Read Now
Key actions to consider before filing your U.S. tax return
February 16, 202214 moves that may help you optimize your 2021 return and set up for 2022.Read Now
New York Estate Planning
February 16, 2022When putting together an estate plan or any financial plan, you 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 StateRead Now
The case for (always) staying invested
February 17, 2022Volatility is no fun for most investors, but these four things may help investors achieve their long-term goals.Read Now
There’s been a stock market sell-off—now what?
January 20, 2022We provide three simple tips to help investors navigate market volatility.Read Now
What impact might the Russian invasion have on markets?
February 24, 2022We’re assessing sanctions, energy prices and the price action to determine what the conflict might mean for investors.Read Now
What you need to know about this week’s Fed meeting
January 27, 2022We break down what the Fed's stance on rate hikes, inflation and the market sell-off will mean for investors.Read Now
Will central banks have to cause a recession to tame inflation?
February 10, 2022We’re answering the top questions on investors’ minds—and what they mean for portfolios.Read Now
Will the Fed be the market’s friend or foe in 2022?
February 16, 2022The economy and risk assets could power through higher interest rates this year. Here’s why.Read Now
5 things moving markets—besides the Fed
February 3, 2022From COVID-19 case counts to the resilient housing market, there are some key dynamics investors should be keeping an eye on.Read Now
Black women are the fastest growing group of entrepreneurs. But the job isn’t easy.
February 21, 2022Read Now
How are markets adjusting to the ongoing crisis in Ukraine?
March 3, 2022Three things are starting to become clear as the invasion continues.Read Now
The intersection of climate change and the need to upgrade home insurance
March 8, 2022Climate change is impacting lots of choices that people make – even insurance. Keep reading to learn more about how homeowners insurance has been affected by climate change.Read Now
Key actions to consider before filing your U.S. tax return
February 16, 202214 moves that may help you optimize your 2021 return and set up for 2022.Read Now
New York Estate Planning
February 16, 2022When putting together an estate plan or any financial plan, you 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 StateRead Now
The case for (always) staying invested
February 17, 2022Volatility is no fun for most investors, but these four things may help investors achieve their long-term goals.Read Now
There’s been a stock market sell-off—now what?
January 20, 2022We provide three simple tips to help investors navigate market volatility.Read Now
What impact might the Russian invasion have on markets?
February 24, 2022We’re assessing sanctions, energy prices and the price action to determine what the conflict might mean for investors.Read Now
What you need to know about this week’s Fed meeting
January 27, 2022We break down what the Fed's stance on rate hikes, inflation and the market sell-off will mean for investors.Read Now
Will central banks have to cause a recession to tame inflation?
February 10, 2022We’re answering the top questions on investors’ minds—and what they mean for portfolios.Read Now
Will the Fed be the market’s friend or foe in 2022?
February 16, 2022The economy and risk assets could power through higher interest rates this year. Here’s why.Read Now