INVESTED IN
YOU
A wealth management firm for
customized and objective
investment management.
No room for speculation.
We value your assets just as much as you do. At Schonfeld Wealth Management, we utilize market research and our deep understanding of risk management to ensure nothing is left to mere assumption.
Your goals are as unique as you.
We question, we listen and learn your story so we can design a customized portfolio to power your dreams.
High level service for high earners.
High earners often contend with a higher level of complexity. That is why we are focused on understanding your dynamics and providing straightforward solutions.
Serving individuals with
$500,000
or more in investable assets.
Your goals are as unique as you.
We question, we listen and learn your story so we can design a customized portfolio to power your dreams.
High level service for high earners.
High earners often contend with a higher level of complexity. That is why we are focused on understanding your dynamics and providing straightforward solutions.
Customized
Investment Solutions For
Investment Accounts
401(k) & Pension Plans
Public Charities & Private Foundations
Annuities
Traditional & ROTH IRA's
Private Credit Lending
Downside Protection
Private Equity
Individuals & Families
Trusts & Corporations
Qualified Plans
Public Charities & Private Foundations
- Investment Accounts
- Securities-Backed Lines of Credit
- Downside Protection
- Annuities
Traditional Investments
Alternate Investments
- Private Credit Lending
- Private Equity
- Private Placement Life Insurance
- Hedge Funds
- REIT's
- DST-1031 Exchange
- Estate Planning
- Life Insurance Analysis
- Pension Planning
Additional Services
Customized
Investment Solutions For
- Investment Accounts
- Securities-Backed Lines of Credit
- Downside Protection
- Annuities
Traditional
Investments
- Private Credit Lending
- Private Equity
- Private Placement Life Insurance
- Hedge Funds
- REIT's
- DST-1031 Exchange
Alternative
Investments
- Estate Planning
- Life Insurance Analysis
- Pension Planning
Additional
Services
Individuals & Families
Qualified Plans
Public Charities & Private Foundations
Trusts & Corporations
Bernard Schonfeld
CExP®, RICP®
Founder & CEO | Your strategic ally in long term wealth growth.
Close to two decades ago, Bernard founded this firm dedicated to empower families with managing their wealth and risks.
Today, he is sought after for his in-depth experience in the investment management industry.
As your strategic ally, he collaborates closely with investment managers to craft customized strategies that fit your life goals and aspirations.
Above all, he is invested in your success.
Sam Beckerman
Financial Advisor
As a dedicated financial advisor, Sam believes that the market is an incredibly powerful tool, but recognizes that many individuals misuse it and suffer negative consequences.
His ultimate goal is to empower individuals to harness the power of the market for their long-term financial well-being.
By educating clients and showing them the importance of emotional management, he strives to help them make sound financial decisions that will benefit them in the long run.
Sam Beckerman
Financial Advisor
As a dedicated financial advisor, Sam believes that the market is an incredibly powerful tool, but recognizes that many individuals misuse it and suffer negative consequences.
His ultimate goal is to empower individuals to harness the power of the market for their long-term financial well-being.
By educating clients and showing them the importance of emotional management, he strives to help them make sound financial decisions that will benefit them in the long run.
Meet Our Advisors
Your funds are held at a reliable
banking institution.
third party custodian
You can
your investments at all times
view and track
Keep your pulse on your investment with 24/7 access to an online portal.
Our Commitment
Trust and Transparency
Avoid the financial stress associated with investing your funds, confident in our unwavering commitments to you.
Custodians
Investment Managers
Compliance
Reviews conducted by our broker dealer.
Custodians
Investment Managers
Compliance
Reviews conducted by our broker dealer.
Morningstar
AssetMark
State Street
Morningstar
State Street
Morningstar
Blackrock
State Street
Blackrock
State Street
J.P. Morgan
Blackrock
J.P. Morgan
Blackrock
City National Rochdale
J.P. Morgan
City National Rochdale
J.P. Morgan
Assetmark
City National Rochdale
Assetmark
City National Rochdale
Morningstar
Assetmark
Charles Schwab
Pershing
Fidelity
Pershing
Pershing
Fidelity
Charles Schwab
Charles Schwab
Fidelity
Charles Schwab
Pershing
Fidelity
"I have personally entrusted my own money to Schonfeld Wealth Management and have enthusiastically referred clients to them. Their expertise and dedication are truly top-notch."
Shia Strulovics, CPA | Brooklyn, NY
“It’s truly a blessing to have access to such exceptional and trusted
wealth managers who are part of our own community. The expertise and excellence they bring to the table is second to none.“
Shragy Scher & Yoel Guttman, Business Partners | Brooklyn, NY
"I’ve directed numerous high net worth clients to Schonfeld Wealth
Management for their experience and knowledge. As a satisfied
client myself, and based on the positive feedback from many of
our mutual clients, I confidently recommend their services."
Joel Fisch, CPA | Monroe, NY
"Choosing Schonfeld Wealth Management has been one of the best
decisions for securing my financial future. Their personalized approach, experienced guidance, and unwavering dedication have provided me with peace of mind and confidence in my financial journey."
Pinty Landau, Business Owner | Brooklyn, NY
In our clients' words.
"I have personally entrusted my own money to Schonfeld Wealth Management and have enthusiastically referred clients to them. Their expertise and dedication are truly top-notch."
Shia Strulovics, CPA | Brooklyn, NY
“It’s truly a blessing to have access to such exceptional and trusted
wealth managers who are part of our own community. The expertise and excellence they bring to the table is second to none.“
Shragy Scher & Yoel Guttman,
Business Partners | Brooklyn, NY
"I’ve directed numerous high net worth clients to Schonfeld Wealth
Management for their experience and knowledge. As a satisfied
client myself, and based on the positive feedback from many of
our mutual clients, I confidently recommend their services."
Joel Fisch, CPA | Monroe, NY
"Choosing Schonfeld Wealth Management has been one of the best decisions for securing my financial future. Their personalized approach, experienced guidance, and unwavering dedication have provided me with peace of mind and confidence in my financial journey."
Pinty Landau, Business Owner | Brooklyn, NY
Important Disclosures
Online Privacy Statement
CRS Disclosure
Home
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Contact
Contact
Office: 718.963.9700
Fax: 718.228.9434
1008 E 5th Street
Brooklyn, NY 11230
