It's Time to Think Differently about Your Money

We stay focused on market trends, so you don't have to.

<strong>Our Firm</strong>

Our Firm

Symmetry Wealth Advisory Group is an independent financial services firm built on the premise that our clients are our most valuable asset.

Learn more
<strong>Our Process</strong>

Our Process

Our firm provides an all-encompassing wealth planning experience tailored to you. It is our responsibility to understand your goals.

Learn more
<strong>Our Services</strong>

Our Services

Our menu of wealth planning services is comprehensive, competitive, and differentiated in execution. We help clients with a variety of financial concerns.

Learn more

Financial Advisors in Westchester County, NY

SWAG - Serving Wealth Across Generations!

As financial advisors located in Westchester County, NY, we specialize in financial planning and investment management.

Symmetry Wealth Advisory Group was founded with the vision of serving clients who seek meaningful financial objectivity, open architecture, and a wealth of resources to meet any financial challenge that exists in today’s marketplace.

There is no “right” answer to the financial challenges of today, but we believe there is an opportunity to reach beyond the obvious and elevate your perspective. Our clients and their families challenge us to raise the bar as we help them embark on a sustainable course toward their financial independence.

We strive to define our commitment to clients and the community through our actions, and we welcome the opportunity to elevate your financial strategies.

Contact Us

Get Financial News & Updates Delivered to Your Inbox

Thank you!