Welcome to Walnut Investment Services LLC!

We are a Fee-Only, Independent and Registered Investment Advisors, Tax Specialists and Certified Estate Advisors.  Based in beautiful Park Slope neighborhood of Brooklyn, New York, our firm does financial planning and manages money for individuals, businesses, trusts and endowments.

We offer highly personalized and objective investment advice and money management service.

We believe each client is an individual with unique set of goals and problems, hence unlike large institutional firms, where you are just a number competing with thousand of other clients, we take out time getting to know you. 

If you now work with one of the larger firms, you are just a number competing with hundreds if not thousands of other clients. And, as   fee -only investment advisors, rather than brokers, we are not transaction-oriented, do not sell any investment products and are not driven by commissions.

This structure assures that your interests and ours are the same - growth and preservation of your investments.

By becoming our client, you can have one of our top investment manager’s work directly for you, meeting your specific needs at potentially lower costs than you now pay for active management.

And as a private client, you will enjoy such benefits as:

• Ongoing communication before and after you become a client
• A customized portfolio designed to meet your ongoing needs
• Power to accommodate life changes and investment needs
• Getting quick response time to any questions you might have
• A decision-making partner you can rely on and trust
• The investment team who knows you and whom you can call your own
• Peace of mind
• A low, tax deductible management fee

You are cordially invited to contact us anytime.  We will respond to your inquiries as quickly as possible and would be happy to meet with you to discuss your needs.  We are always accessible and we will do our best to establish a long-lasting and mutually beneficial relationship.

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