Attuned Wealth is a fee-only fiduciary wealth management firm registered in New York, serving high earners who are still building wealth. The firm is designed primarily for people in their 30s and 40s whose growing income, investments, equity compensation, and tax considerations can make financial decisions more complex. Its approach begins with understanding each client’s relationship with money, priorities, and evolving plans, then brings those considerations into an ongoing wealth strategy led by a dedicated advisor.

Attuned’s services include financial planning, investment management, tax strategy, and equity and compensation planning. The firm helps clients coordinate decisions across their financial lives, with disciplined portfolio management and guidance shaped around their goals. Attuned charges transparent fees, which may be fixed planning fees, asset-based investment management fees, or flat fees for more complex engagements. It does not receive commissions for recommending financial products. Client investments are held in accounts in the client’s name at Charles Schwab, an independent third-party custodian, while Attuned provides advice and investment management.