Why Rightirement?

Rightirement is your retirement advocate. High net worth individuals like you face a number of unique situations and obstacles that require a certain financial advising skillset to overcome. We understand your needs and will do our very best to build a financial plan as your fiduciary.

CERTIFIED FINANCIAL PLANNER™

We follow the CFP Board of Standards model for comprehensive financial planning. Held to the highest ethical standards, a CERTIFIED FINANCIAL PLANNER™ is dedicated to the best interests of their clients above all else. Above all else, we are your fiduciaries.

Ongoing Education

Rightirement Wealth Partners is committed to education of our employees to benefit and assist your family. Every support person hired at Rightirement Wealth Partners is given a career development plan within 90 days of hire to consistently provide the same high level of service you will come to expect. Typical plans include study to pursue various financial licenses, educational mentoring to pursue the CFP® certification, and communications courses to ensure that we can clearly relay our meaning without the industry jargon.

We Are Independent

Unlike some financial planners, we operate as an independent firm. We developed our business philosophies from the ground up based on our many years of experience working with our clients’ best interests in mind. We have no higher organization pushing proprietary products or sales quotas that could negatively influence our ethics or our commitment to being your fiduciary.

Work with the Rightirement Wealth Partners team.

Get Started

440 Mamaroneck Ave., Suite 403
Harrison NY 10528
914.220.6196

We are proud recipients of the CERTIFIED FINANCIAL PLANNER™ designation. We are dedicated fiduciary retirement planners.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Independent Advisor Alliance, a Registered Investment Adviser, a Registered Investment Adviser. Independent Advisor Alliance and Rightirement Wealth Partners are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, GA, MD, NC, NJ, NY, TX, VA. CRPC conferred by the College for Financial Planning. Pursuant to CA Insurance Code Section 1726 Allen Hodys Domicile State NY - CA Insurance #2122805 William Brancaccio Domicile State NY - CA Insurance #0L02737

Rightirement Wealth Partners
4 W. Red Oak Lane, Suite 300 White Plains, NY 10604
914.220.6196