About Us

At Transparent Wealth Consulting LLC, we unite the access and resources of leading institutional firms with the personal attention of a boutique practice. Put another way, we’re Wall Street-forged, but Main Street-focused.

Based in Lakeville and Victor, New York, we have served clients across the country since 1978. We specialize in helping affluent individuals, families, and business owners take command of their financial future with comprehensive, tax-minimizing wealth strategies.

As a defining feature of our firm, we have eliminated the middle men such as broker dealers, banks, and third-party money managers. While the majority of advisors use outside agencies to oversee their clients’ wealth, every aspect of our clients’ plans is managed in-house. We report exclusively to you. This streamlined process ensures ultimate privacy and unshakable confidence in your future.

Holistic

We are committed to strengthening the full picture of your financial life. Our holistic focus incorporates everything from wealth management to retirement and estate planning, each with carefully incorporated tax-minimizing strategies.

Accessible

Life happens fast. Personal situations, family needs, and financial goals can change overnight, and we strive to provide the assurance that our team will be here whenever you need us. By taking a proactive approach to communication, we make ourselves available to you, your family, and your business at your convenience.

Fiduciary

We believe that our clients deserve the highest standard of care possible, the Fiduciary Standard. The Fiduciary Standard compels financial advisors to place their clients’ needs above their own. As a fee-only RIA vs fee-based or commission based we are required to follow the fiduciary standard. By adhering to this benchmark of excellence, we are committed to advancing your financial freedom in every way.

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