Every day, we help our clients manage their wealth and insurance policies, comply with SEC regulations, navigate state and local tax laws, and do business across the globe.
Citrin Cooperman Wealth Management, LP (CCWM) offers clients in-depth and independent personal financial planning and fee-based investment advisory services. The team of in-house experts not only recommends financial, estate, and investment strategies and solutions, but also works directly with a client’s legal and tax advisors to implement the plan and oversee ongoing administration.
Apexium Financial LP offers comprehensive financial planning, financial planning, investment advisory, insurance, and risk management services to high net worth individuals, their families, and corporate clients. Our team of highly trained professionals have advanced certifications and degrees, including the CFP®, CFA, CIMA®, CPWA®, CPA, PFS, and J.D., representing an extensive level of education and experience.
Citrin Cooperman Cayman
We also offer our full suite of services in the Cayman Islands through our joint venture alliance with an accounting firm domiciled in the Cayman Islands.
Moore Stephens North America
Complying with the regulations, laws, and policies of the different countries you do business in takes tremendous effort. No individual firm will have all the answers once they step out of their geographic region or areas of expertise. That's why Citrin Cooperman is an independent member firm of Moore Stephens North America (MSNA), which is itself a regional member of Moore Stephens International Limited (MSIL). All firms in MSNA are independent entities, owned and managed in each location. Our membership in MSNA and our association with MSIL, through our membership in MSNA, should not be construed as constituting or implying any partnership between the aforementioned parties and Citrin Cooperman.
This global association consists of more than 360 independent accounting and consulting firms with nearly 650 offices in more than 100 countries. One call from Citrin Cooperman will put you in touch with knowledgeable professionals in the local market you are doing business in. These accountants provide the personalized attention you expect and comply with the quality and service standards demanded by Citrin Cooperman. As a result, you'll benefit from collective intellectual capital that reaches beyond national borders into the global market.
To get started, please contact MSNA Liaison, Mark Fagan, by e-mail at email@example.com or by phone at (914) 949-2990.