Welcome to Pope Wealth Planning
Welcome to Pope Wealth Planning - where we help clients make smart financial decisions! Based in New York City, we serve diverse clients across the country. We work with busy professionals, business owners, and people nearing retirement.
Since 2008 we have worked at Citi, Morgan Stanley, and Wealthsimple - serving hundreds of client households. Today, Pope Wealth Planning stands at the intersection of client experience, financial technology, financial planning and traditional wealth management. We are extremely passionate about financial wellness and helping clients reach their financial goals.