About Us

Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Our Team

Who we are

At the Kadish Davey Group of Wells Fargo Advisors, we provide customized investment planning to help meet the complex needs of successful individuals, families and business owners by integrating:
  • Asset management
  • Trust and estate strategies
  • Philanthropic endeavors
  • Small-business ownership strategies
  • Entrepreneurial opportunities
Our approach is founded on collaboration —we incorporate our knowledge with the expertise of specialists within our firm and your other trusted professional relationships, such as your CPA and attorney, to provide comprehensive analysis and coordinated execution of your investment plan.
New York

How we can help you

Our advice and services are designed to help meet your unique needs. Wherever you stand in your wealth management journey, we have the flexibility to support you. We can help you:
  • Build a new goals-based investment plan
  • Refresh your existing investment plan after a significant life event
  • Provide a second opinion
  • Develop strategies for an upcoming liquidity event for your business
Across all client relationships, we want to instill optimism and positivity into the process of planning for your future — because, at its heart, investment planning is all about seeking to make your dreams possible.

Sharing our knowledge for a true team approach

Our core team members began working together in 2013 and have jointly navigated a decade of diverse market environments. We offer complementary skills and individual perspectives, blending a disciplined, time-tested approach with modern techniques and strategies to pursue your goals.

Taking a balanced view of your financial life

As we develop and maintain your plan, we consider both sides of your balance sheet— both your assets and your liabilities. Through our access to the resources of Wells Fargo Bank, we can provide lending and mortgage services for complex situations and help incorporate them seamlessly into your plan.

Collaborating to prepare for your legacy

Working in collaboration with a Wells Fargo trust and estate specialist, our team will provide advice regarding estate planning, multigenerational wealth and succession issues. We will also design an action plan for you to share with your attorney, accountant, business manager and other trusted professionals, so you can have confidence that their recommendations align with your financial strategies.

Our Location

We’re conveniently located at the address below. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals.