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3 advisors near New York, NY
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Kevin P
CFP®, Series 65
Jersey City, NJ
Astra Wealth Partners
Kevin Peacock is a CFP® and Series 65-registered financial advisor with nine years of industry experience. He is a managing member and investment adviser representative at Astra Wealth Partners and Astra Capital Management, where he has worked since 2016. In addition to his advisory roles, he owns and manages Astra Tax Partners, LLC, providing tax return preparation and consulting services. Astra Wealth Partners offers wealth management, portfolio management, financial planning, and project-based consulting to individuals, retirement plans, corporations, and charities. The firm employs a strategic asset allocation approach combining passive and active techniques, with a focus on tax efficiency and cost management, and operates a private pooled investment vehicle alongside affiliated tax services.
Michael S
CFP®, Series 65
Jersey City, NJ
Astra Wealth Partners
Michael Schupak is a CFP® with 10 years of experience in financial advisory roles. He is currently with Astra Wealth Partners and has previously worked at Schupak Financial Advisors, LLC and Gilt Groupe Inc. He holds Series 65 registration and serves as Managing Member and Chief Compliance Officer at Astra Wealth Partners. Astra Wealth Partners provides wealth management, portfolio management, financial planning, and project-based consulting to individuals, retirement plans, corporations, and charities. The firm employs a strategic asset allocation approach combining passive and active techniques with attention to tax efficiency, and it operates a private pooled investment vehicle alongside sub‑advisory and affiliated tax services.
Wylie W
Series 65
Jersey City, NJ
Astra Wealth Partners
Wylie Wang is a financial advisor at Astra Wealth Partners with a Series 65 credential and three years of industry experience. Prior to joining Astra Wealth Partners in 2022, he worked at Schupak Financial Advisors LLC and held roles at HubSpot and Amazon. Astra Wealth Partners provides wealth management, portfolio management, financial planning, and project-based consulting to individuals, employer-sponsored retirement plans, corporations, and charities. The firm employs a strategic asset allocation approach using a combination of passive and active techniques, with attention to tax efficiency and costs, and offers additional services including sub-advisory relationships and affiliated tax consulting.
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3 advisors near New York, NY
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