Locust Valley, NY Office

Bruderman Private Wealth advises high‑net‑worth individuals and families, and also works with select institutional clients such as pension plans and foundations. The firm offers discretionary portfolio management, a range of managed account “Select” strategies, and comprehensive financial planning services (tax, estate, retirement, business planning and ad hoc consultations).

The firm emphasizes a holistic, customized wealth management process that aligns asset allocation with clients’ cash‑flow needs, tax and estate planning, and long‑term goals; clients commonly grant limited discretionary trading authority. Investment implementation includes concentrated equity and income strategies, ETFs and mutual funds, and—when appropriate—private placements, hedge funds, or private equity, and model strategies are traded via a third‑party overlay manager (Adhesion/AssetMark) while custody and execution are routed primarily through Charles Schwab.

Bruderman’s client roster is unusually small relative to its team size and regulatory AUM—about 33 client relationships and $78.5 million in regulatory AUM—suggesting a higher AUM‑per‑client, hands‑on orientation. Distinctive operational features include a recently launched momentum‑oriented Select Vector strategy (July 2025) that carries higher turnover and risk, and an ownership connection to Icon Trust (a potential referral and conflict‑of‑interest consideration) that the firm discloses.