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Philip R

Series 66, Series 65

Katonah, NY

Hollow Brook Wealth Management LLC

Philip Richter is a financial advisor at Hollow Brook Wealth Management LLC with two years of industry experience. He holds the Series 65 and Series 66 licenses and has been with Hollow Brook Wealth Management since 2007. Outside of his advisory role, Philip co-owns a working horse farm in Bedford, NY, and serves on the boards of several equestrian and nonprofit organizations, including the Revs Institute and the United States Equestrian Team Foundation. Hollow Brook Wealth Management provides comprehensive wealth management and advisory services to individuals, families, family offices, foundations, and other institutions. The firm employs a combination of top-down macro analysis and research-driven bottom-up security selection for internally managed portfolios, while also offering family-office services and due diligence on private funds and special situation investments.

Private / alternative investments Income planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired Mid-Career Professionals Established Professionals Intergenerational Families
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