Parallel Advisors is a comprehensive wealth management firm dedicated to guiding individuals, families, and businesses through personalized financial planning and investment strategies. With a client-first philosophy, we provide transparent, fiduciary advice tailored to each client’s unique goals, values, and life journey.

At Parallel Advisors, we believe financial success is about more than numbers—it’s about alignment. Our team of experienced advisors partners with clients to create clear, actionable plans that grow and adapt over time. Whether you're planning for retirement, navigating complex estate planning, or managing generational wealth, we walk alongside you every step of the way.

Serving the Westchester community and beyond, we’re proud to offer the insight of a national firm with the personalized service of a local partner.