Discover strategic wealth management solutions carefully constructed to align with individual preferences, risk tolerances, and goals. A complete approach to wealth management that places your needs first and adjusts to stay relevant and effective over time.
From investment portfolio management for organizations to private wealth management, Treasury Partners capably and proudly serves organizations as well as high-net-worth individuals, families, trusts, foundations and endowments.
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Learn what sets our strategy for wealth management solutions apart. Experienced advisors, personalized strategies and a constant commitment to serving the needs of our clients with high-touch service. Our fiduciary commitment means we have an ethical and legal obligation to act solely in your interests.
Portfolios are customized based on your investment policy, liquidity needs and return objectives. Safety overrides all investment management decisions. An approach to investment strategy and management that puts your organization’s needs at the forefront.
Learn MoreGenerations of high-net-worth investors have relied on us for comprehensive investment management and to navigate the complexities of their financial affairs. From asset management to retirement planning and trust and estate planning, we prioritize the entirety of your wealth, along with your personal risk tolerances and goals, in a holistic strategy.
Learn MoreBased in New York City since 1982, Treasury Partners delivers a broad range of cash, investment, and wealth management solutions and services to high-net-worth and corporate investors.
Currently ranked Barron’s 2025 Top 100 Financial Advisors, 2024 Top 100 Independent Advisors, 2025 Top 1200 Advisor Rankings by State, 2025 Top 250 Private Wealth Management Teams
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Richard Saperstein is a top-ranked advisor among Forbes 2025 America’s Top Wealth Advisors and Forbes 2025 Best-In-State Wealth Advisors. The acclaim he earns rests on one commitment: As a Fiduciary, to always place each client’s interests first.
Learn how our team of experienced advisors can provide informed support and guidance to help you advance toward your financial goals.
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