Investry is your sanctuary for sustainable wealth.

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We work with individuals and families through the holistic financial planning process, specializing in aligning your money with your values.  We accomplish this through an ongoing relationship including touch points at the pace that is most comfortable to you.  Most importantly, there is no minimum investment; in fact, most of our client families do not utilize our investment management services.

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As an independent fee-only advisor, we don't accept commissions for selling financial products or referral fees when we recommend other professionals.  Our incentives align with your interests: to protect and grow your wealth, and in a manner which refreshingly feels right.

 

Investry is located in Scarsdale, New York.  We meet with clients face-to-face throughout the New York City Metro, and serve clients nationwide virtually.