Briarcliff Manor Wealth Advisors

Briarcliff Manor Wealth Advisors manages discretionary investment accounts and provides personal financial planning for individuals, small business entities, and trusts and estates. The firm prepares an investment policy statement, opens custody accounts at an unaffiliated custodian, and encourages advisory clients to develop comprehensive financial plans.

The sole portfolio manager, a CFP® with more than 35 years in the industry, relies on fundamental and technical analysis and emphasizes tax-aware decision making. Portfolios are built predominantly with exchange‑traded funds and an active overlay of exchange‑traded options, monitored continuously and reviewed with clients at least annually.

Compared with many one‑advisor independent firms, Briarcliff Manor reports an unusually broad client mix in its regulatory filings that includes institutional and organizational types such as banks or thrift institutions, insurance companies, state or municipal governments, pension or profit‑sharing plans, charitable organizations, other investment advisers, corporate clients, and a sovereign wealth fund. The firm also notes occasional notary and mortgage‑closing services and uses Interactive Brokers as custodian, while maintaining discretionary authority for all managed accounts.