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“We are committed to disrupting the norms of the finance industry, offering a highly customized and hands-on experience to our advisors, and a world class solution set to our clients.”
“As an organization, we are committed to a culture of community, collaboration and impactful investing. Together, anything is possible.”
Our advisors and clients are as unique as our firm. The journey to wealth management is different for everyone and at Vanderbilt, our highest calling is to provide the flexibility and guidance needed to maximize a dynamic future, whatever it may hold.
Whether you are ready for a change or just dipping your toes in the water, we invite you to learn more about our unique firm through exploring our website, connecting with us on social media, or visiting us at our headquarters in Woodbury, New York to meet our wonderful team.
Our highest calling is to provide the flexibility and guidance needed to maximize a dynamic future, whatever it may hold. Whether impact investing and aligning with one of the UNSDGs is a top priority, or your objectives are currently focused on simply accessing the best resources to make an impact in the financial lives of your clients, you’ve come to the right place.
At Vanderbilt, consistent with our own roots, we have a special place in our hearts for entrepreneurs and business owners who are seeking to make a difference in the world through their work. Our chairman, Steve Distante, has a long history of work with entrepreneurs and business owners, and we welcome you to engage with us, knowing that our community is designed with your needs in mind.