Symmetry Wealth Advisory Group

Symmetry Wealth Advisory Group At Symmetry Wealth, we help our clients simplify the complexity of their lives by putting together al Founded by Lisa M.

Symmetry Wealth Advisory Group is an independent financial services firm built on the premise that our clients are our most valuable asset. From our offices in Westchester County, New York, we work with successful people across the country who are looking to simplify the complex decisions they face in managing their wealth. We offer customized integrated planning solutions that are designed to hel

p you pursue – not just your financial objectives – but your goals for your life. We help you protect and grow your wealth so you can spend more time on what matters most to you– right now and in the future. Rossi, CFP®, a financial advisor with more than 25 years of wealth management experience, Symmetry is an advisory boutique that emphasizes individual attention and delivers institutional quality solutions. We have designed our modern professional practice to focus on each client as an individual person. We listen carefully to you, helping to humanize the often-challenging experience of dealing with financial decisions. We are committed to addressing and solving every aspect of your wealth. With a focus on the next generation, we help you prepare your legacy to ensure the transfer of your wealth has purpose and impact for your family. We look to deliver “planning alpha” and serve you as a ”complete family office,” engaged in every financial decision that you need to make. Through our commitment as your fiduciary, we elevate your best interests above everything else. Headquartered in Purchase, NY and aligned with Charles Schwab, Fidelity, and TD Ameritrade. Symmetry boasts an infrastructure atypical in the independent space. With more than 50 executive, functional and support professionals in place in our home office, we have a concierge team to assist in the execution of a full service solution for clients. We consider this intellectual capital our greatest assent and a true differentiator, as it represents the crux of our value proposition. We invite you to contact us to learn how we can help you prepare for your next success.

Symmetry Wealth Advisory Group is a team of financial professionals, headquartered in Westchester County, NY who serve e...
08/12/2025

Symmetry Wealth Advisory Group is a team of financial professionals, headquartered in Westchester County, NY who serve established, independent financial advisors, providing a foundation for growth, efficiency, scalability, mergers, acquisitions, recruiting and succession planning. Our goal is to preserve and strengthen advisor independence, allowing for flexibility in choice of business model while nurturing the entrepreneurial spirit. Our services are designed to help advisors meet the complex needs of investors. With access to client friendly technology, extensive experience, and comprehensive support, advisors are empowered to sustainably grow a practice and build a lasting legacy that could one day be monetized at an enterprise valuation.

08/08/2025

Becoming an independent financial advisor offers unique advantages in the financial field. You gain the freedom to design personalized strategies tailored to each client's specific goals, ensuring that their needs are met with the utmost care and precision. 🌟 This autonomy allows for a more unbiased approach, fostering deeper relationships built on trust and satisfaction. While embracing this path, advisors can explore diverse career opportunities and have the capacity to positively influence clients' financial well-being. However, it's important to recognize the challenges that come with this independence, such as navigating market fluctuations and managing client expectations. With dedication and the right approach, being an independent advisor can be a rewarding journey. 🌍

Does your business have a retirement strategy that fits your short, long-term needs?
08/07/2025

Does your business have a retirement strategy that fits your short, long-term needs?

To choose a plan, it’s important to ask yourself four key questions.

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.
08/06/2025

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Pencils ✏️ Notebooks 📓 Backpacks 🎒 But what about your child's financial education? A 2013 Cambridge University study fo...
08/05/2025

Pencils ✏️ Notebooks 📓 Backpacks 🎒 But what about your child's financial education?

A 2013 Cambridge University study found money habits formed by age seven! Add money smarts to your checklist this back-to-school season with these age-appropriate financial lessons. Turn everyday activities into learning experiences that will set them up for success. Which of these steps have you already taken with your kids?

Saving for college doesn’t have to be as complicated as college itself.
08/05/2025

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
08/01/2025

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
07/31/2025

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenario...
07/30/2025

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Test your estate strategy knowledge with this short quiz.
07/29/2025

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Compare your taxable investment to a tax-deferred one. The results may surprise you.
07/25/2025

Compare your taxable investment to a tax-deferred one. The results may surprise you.

This calculator compares the net gain of a taxable investment versus a tax-favored one.

If you thought that payouts from life insurance are tax-free in all cases, think again.
07/24/2025

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

Address

2975 Westchester Avenue, Suite 418
Purchase, NY
10577

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Website

Alerts

Be the first to know and let us send you an email when Symmetry Wealth Advisory Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category