Voice Wealth Management

Voice Wealth Management With no asset minimums and a flexible approach that fits each client’s needs, Voice acts as a personal CFO, providing support across every stage of life.

Voice Wealth Management is a fee-based, independent financial services firm helping professionals, entrepreneurs, and families make informed financial decisions with clarity and confidence. Voice Wealth Management (Voice) is a fee-based, independent financial services firm serving busy professionals, entrepreneurs, and families with financial planning and wealth management in New York City and bey

ond. We help clients make informed financial decisions with clear, personalized guidance so they spend less time worrying about their money and more time focusing on the things that matter most to them. Please visit our website at www.voicewealth.com. Registered Representative. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Voice Wealth Management are not affiliated.

Earning well and living freely aren't the same thing. As America turns 250 this year, take a closer look at what true fi...
06/03/2026

Earning well and living freely aren't the same thing. As America turns 250 this year, take a closer look at what true financial independence means and how to start building toward it. 🗽💡 https://www.voicewealth.com/blog/financial-freedom-high-earners

Financial freedom goes beyond earning well. It takes intentional planning to build the kind of wealth that gives you real choices.

The share of workers planning to retire at 70 jumped to 20% in just one year, with longer lifespans and Social Security ...
06/02/2026

The share of workers planning to retire at 70 jumped to 20% in just one year, with longer lifespans and Social Security worries driving the change. Here's what's behind the shift toward working longer, and what it could mean for your own timeline.

According to the Employee Benefit Research Institute (EBRI), a nonprofit research organization based in Washington, D.C. that focuses on retirement, savings, and other personal finance issues, increasingly large numbers of American workers are planning on delaying their retirement until the age of 7...

If you were to become incapacitated without a power of attorney, someone would need to petition to be your guardian thro...
06/01/2026

If you were to become incapacitated without a power of attorney, someone would need to petition to be your guardian through a lengthy and expensive court process, leaving your bills unpaid and other affairs unhandled in the interim.

People put off designating a power of attorney, but it’s important if you want your affairs to be handled should you be unable to due to an illness or injury.

Are you considering buying your teen a car? Learn about the pros and cons and how to set a budget that works for your fa...
05/29/2026

Are you considering buying your teen a car? Learn about the pros and cons and how to set a budget that works for your family.

Here’s what you need to know about buying a car for your teen, from weighing the pros and cons to setting a budget and choosing the best car for your teen.

Are you a woman who plans to retire single? Statistics show that women are less prepared financially for retirement than...
05/27/2026

Are you a woman who plans to retire single? Statistics show that women are less prepared financially for retirement than men or married couples. Here are six financial strategies that may help.

More women than ever are living independently. Here’s what every woman should know when flying solo into retirement.

Ever wonder why we call them bull and bear markets? An etymology expert traces the terms back centuries, to a history th...
05/26/2026

Ever wonder why we call them bull and bear markets? An etymology expert traces the terms back centuries, to a history that's part finance, part linguistics, and a little brutal. 🐂

How did two animals come to define Wall Street’s biggest swings? An etymology expert explains the origin of bull and bear markets.

Time waits for no one and the body and mind will start to show signs of wear sooner rather than later if you don’t take ...
05/25/2026

Time waits for no one and the body and mind will start to show signs of wear sooner rather than later if you don’t take care of yourself.

Getting older is inevitable, but the healthier you are in your later years, the more you will be able to enjoy them.

Today, we remember those who gave everything for our freedom. Let’s honor their legacy with gratitude and reflection.   ...
05/25/2026

Today, we remember those who gave everything for our freedom. Let’s honor their legacy with gratitude and reflection.

Financial literacy for children doesn’t happen on its own and it doesn’t happen in school. As a parent, it’s up to you t...
05/22/2026

Financial literacy for children doesn’t happen on its own and it doesn’t happen in school. As a parent, it’s up to you to ensure your kids understand money and the role it will play in their lives.

Teaching your children financial literacy is one of the most important jobs you have as a parent, but it’s not necessarily one that comes naturally. Here are a few ways you can pass along this necessary life skill.

05/20/2026

Estate and business planning attorney Lillie Nkenchor, Esq., and President of Martin Bridge Accounting, Maurice Redhead, return to the Financial Literacy Education with Russell. The trio has shared ideas about reaching the next generation to teach financial literacy, and now they’re sitting down to figure out how to take action.

How do we best advocate for financial literacy education? How do we integrate the principles discussed into core curriculums? What are the next steps? Watch now to join the conversation.

https://www.voicewealth.com/blog/financial-literacy-in-action

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370 East 76th Street, STE. 1805-B
New York, NY
10021

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