Wexford Financial Strategies

Where education, advocacy and life-long relationships matter most.

Financial planner in Melville, NY (show on map)

Wexford Financial Strategies offers personalized wealth management, divorce consulting, special needs planning, and insurance solutions.

Call (516) 714-5200

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About

Wexford Financial Strategies is committed to being clients' trusted advisors, offering a hands-on approach to financial guidance, concierge wealth management, divorce consulting, special needs planning, and comprehensive insurance solutions. The firm emphasizes independence, education, and long-term relationships to achieve clients' financial objectives.

Independent advisors

Hands-on approach

Comprehensive financial planning

Specialized services (divorce, special needs, pilot planning)

Services

Concierge Wealth Management

Distinctive guidance for significant wealth, addressing the complexity of choice and ensuring clients' financial and personal aspirations are met.

Hands-on approach Independent advisors No ties to specific investment companies

Divorce Consulting

Guidance through financial aspects of divorce, minimizing stress and ensuring informed decisions.

Comprehensive financial analysis Collaboration with attorneys and CPAs Tax and cash flow analysis

Special Needs Planning

Financial planning for individuals with special needs, ensuring adequate resources for two generations.

Chartered Special Needs Consultant (ChSNC®) Estate and tax planning Government program guidance

P&C Insurance

Comprehensive insurance solutions for personal and business risks.

Business and personal insurance Life, health, and disability coverage Property and casualty protection

Planning for Pilots

Specialized financial planning addressing the unique needs of pilots.

Flight schedule considerations Income variability management Retirement planning

Client Center

A hub for account access, educational resources, and personalized support.

Online account management Financial calculators Blog and educational content

Credentials & Certifications

ChFC®

Since 1990s

CFS®

Since 1990s

CLU®

Since 1990s

ChSNC®

Since 2010s

Frequently Asked Questions

What is the difference between checking a portfolio and reviewing it? +

Checking a portfolio involves merely refreshing the numbers, often leading to emotional reactions, whereas reviewing it entails a thorough analysis of whether the portfolio aligns with the client's long-term goals and risk tolerance.

How does Wexford Financial Strategies handle divorce-related financial issues? +

Wexford provides comprehensive financial analysis, collaborates with attorneys and CPAs, and addresses tax liabilities, cash flow, life insurance, and property division to minimize stress during divorce.

What makes Wexford Financial Strategies' approach to wealth management unique? +

Their hands-on, independent approach ensures clients receive personalized advice without ties to specific investment companies, focusing on education, advocacy, and long-term relationships.