Built to serve individuals, not institutions

Independent. Experienced. Fiduciary.

From Wall Street to personal wealth management

Over three decades of independent perspective

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Sterneck Capital Management began in 1989 as a New York City–based hedge fund with one defining purpose: to serve the individual, not the institutional. Over time, we evolved to give individuals and families access to the same level of insight and sophistication once reserved for large institutions.


Today, we continue that mission as a fee-only fiduciary firm, offering financial planning and investment management designed around each client’s goals. Our relationships are built for the long-term, and many span multiple generations.

Depth of experience, diversity of thought

A team united by trust and expertise

Our advisors bring a mix of Wall Street insight, Fortune 500 leadership, and advanced financial credentials to every relationship.

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Aligning your wealth with your purpose

We exist to provide clarity, confidence, and partnership in every financial decision you make.

A thoughtful, disciplined approach

Clarity begins with conversation

Our process is designed to create lasting alignment between your financial strategy and your life goals. Each step builds trust and ensures that every decision serves your best interest.

01

Intro Call

A brief, no-obligation conversation to learn about your goals and determine whether our approach aligns with your needs.

02

Discovery Meeting

A deeper discussion to review your financial picture, time horizon, and risk tolerance so we can design a plan around your priorities.

03

Strategy & Design

We develop an integrated plan that includes portfolio construction, tax-efficient strategies, and long-term projections.

04

Implementation

Once you’re comfortable, we execute the plan and provide ongoing oversight, keeping you informed through consistent communication and review.

Principles that guide everything we do

A client-first standard since day one

For more than three decades, our work has been defined by independence, trust, and a commitment to lasting relationships.

Fiduciary Responsibility

We act solely in your best interest, with full transparency and no commissions.

Integrity & Expertise

Every recommendation is grounded in sound analysis and guided by professional credentials.

Long-Term Partnership

We measure success through relationships built over years, not transactions.