Your Personal Wealth Management Investor
Serving Clients in the U.S. and Abroad in on Long Island
Customizable High-Net-Worth Financial Planning Services
We provide financial planning for high-net-worth individuals worth $1 M+, plans that match your lifestyle, assets, and goals. Our process is designed to keep your portfolio aligned with those goals as life changes.
Amir’s Anecdote
Hypothetical example for illustration only: someone finds their dream car, a Porsche 911 GTS. Instead of guessing, we go back to the drawing board and build their Nth Financial Plan, showing how the purchase could shift their retirement timeline and what the trade-offs look like up front. Then the decision is theirs. We help you think through high-value financial decisions with the trade-offs in plain view.
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Access to Experienced Private Wealth Managers
Customized High-Net-Worth Financial Planning & Management Services
High-net-worth investors, people with more than $1,000,000 in assets to their name, face different challenges than other investors:
- Investment decisions for high-net-worth individuals become more complex.
- Financial planning is necessary, not optional.
- The potential tax impact of each decision grows
At N Financial Plans, we don’t play games (except tennis). We never take ourselves too seriously, because we spend all our time taking your investments seriously.
Our focus is on simplifying and optimizing wealth management decisions and building wealth management plans through a personalized investment management process designed to create a cohesive wealth management strategy.
By working with a single team of high-net-worth financial planning professionals, we build a customized investment portfolio, financial plan, and tax-aware strategy designed around your short- and long-term financial goals.
The goal is for you to understand, and feel comfortable with, how your long-term investments are set up and why.
There are N number of ways to reach the top of a mountain
We’ve got N number of plans to summit your investment goals. Let’s begin
Private Banking and Lending
International Wealth Consultancy
Charitable Gift Giving
Private and Alternative Investments
Tax Planning and Preparation
Estate Planning and Living Trusts
Insurance Planning
Business and Entrepreneurial Investing
Investment Portfolio Management
The Benefits of Financial Planning for High-Net-Worth Individuals
What’s Included with High-Net-Worth Wealth Management?
Premium Financial Planning
Our financial planning for high-net-worth individuals services mean you receive premium, advanced financial planning services. Navigating your finances without a financial plan can add unnecessary complexity to life. We use financial planning software and our planning experience to help clients build a financial plan designed to move with them as they move through life.
Fee-Only Tax Planning and Preparation Services
A diversified, well-built portfolio is essential for a wealth management strategy. We use customized portfolios that may include assets from public, private, and alternative sources, designed to manage market risk in line with your goals. All investing involves risk, including possible loss of principal.
Wealth and Investment Portfolio Design/Management
As both a Certified Financial Planner® and Enrolled Agent (a credential issued by the U.S. Department of the Treasury), our team brings strategic tax planning into your wealth management conversations. Our multilingual team works with clients across the globe to help them work toward their financial goals. We’ll show you N financial ways to plan for you and your money.
Insurance, Estate, Trust, and Retirement Planning Services
Planning for your loved ones is top of mind for us. We conduct a comprehensive review of your estate and insurance plans, make recommendations, look for inefficiencies, and work with you on a plan for the people you care about.
Alternative Investments
For eligible high-net-worth investors, our team can discuss private investment options, including private credit, private equity, and other alternative investments. These carry their own risks, including illiquidity and possible loss of principal, and are not suitable for everyone.
Business and Entrepreneurial Wealth Planning
Our team brings strategic planning to your business and entrepreneurial pursuits. Our multilingual team works with you on your 401(k) and business assets so you can take care of your team and focus on running your business.
Frequently Asked Questions About High-Net-Worth Wealth Management
We understand that money is a touchy subject. And choosing a wealth manager? Even more intense. Our FAQ section is designed to answer some of the most common questions our clients have asked. Don’t see your questions here? Feel free to ask us any questions you might have. We’d be happy to answer!
We define high-net-worth individuals as investors with more than $1,000,000 in liquid assets. We also consider high-net-worth individuals anyone who is in a position such that they could become a high-net-worth individual in the future.
As such, we’re open to evaluating prospective clients based on their financial situation.
Nope! While some advisors on Long Island, New York tend to work with clients who are local to the area, we’re proud to partner with qualified clients regardless of their location.
We’ve worked with clients in Europe, the United States, and elsewhere. In a nutshell, we work with clients across the globe.
As the saying goes, “More money, more potential problems.” We’re in the business of reducing problems and providing actionable, data-driven solutions.
As such, high-net-worth financial planning differs depending on the goal and capital involved. For example, if you’re looking to buy your dream car and retire by the age of 55, both of these goals require liquid capital and exact planning. We work with your situation and your purchasing power to stay on track for retirement and your financial goals.
A typical client with N Financial Plans will have a primary advisor to serve as their dedicated account manager. The account manager will be a Certified Financial Planner (CFP®) or IRS Enrolled Agent (EA).
What’s more, our CFPs and EAs also have secondary advisors or assistants who may help with clerical work, updating plans, and supporting day-to-day administrative duties.
Each client’s wealth management team will also be influenced by the input of senior-level advisors with years of experience.
In general, we’ll meet at a minimum of once per quarter to discuss your asset allocation, portfolio performance, and any other updates or changes you’d like to make to help your assets multiply. With that being said, you’re more than welcome to contact our high-net-worth investment team at your convenience and as frequently as you wish.
Yes. N Financial Plans is a fiduciary investment firm.
We don’t take kickbacks, fees, or other commissions. Our sole source of compensation comes from our clients. We like it that way, because we’re able to provide unbiased, helpful feedback that’s focused on helping our clients thrive.
There are N number of ways to do private wealth management We’ve got N number of plans to help you reach your goals
Discover the Ethos Behind Our Financial Planning Team
About N Financial Plans
Welcome to N Financial Plans
I’m Amir Noor, CFP®, EA, founder and owner of N Financial Plans
I founded N Financial to provide financial, investment, and tax planning services for people who can’t afford the wrong advice. Believe me, I know from experience what it’s like to receive the wrong advice.
I began managing money for my immigrant family as a teenager, so I understand what it’s like to start fresh. I “get it”, because I’ve lived it.
Now, I bring 17+ years of experience to the table with a calm, strategic mindset.
We don’t sell insurance. We don’t earn commissions. Zero product sales, too. We work directly for our clients.
Whether you’re looking for quality tax planning to optimize your finances, clean up a mess, or simply get clarity on what matters, N Financial Plans helps you protect your wealth and plan your next move with confidence.
We know there are N number of ways to do wealth management. We’re here to make those plans a reality.
Wealth Management. Simplified
Optimize Your Assets with N Financial
Request Your Customized Proposal Today Request a customized wealth management proposal with our Certified Financial Planners® and IRS Enrolled Agents. Please fill out the form, or call to get started.
Monday to Friday 9:30AM – 4 PM
By Appointment Only (But, if the stock market is open, we’re open.)
179 New York Avenue, 2nd Floor Huntington, NY 11743