DeVito & Co., LLC
We assist your wealth management provider with the accountability and planning for your future. We integrate the paperless banking documents into comprehensive financial reporting. We will analyze your bank accounts, cash flow, budgets, and investment portfolio to provide a road map of your current financial position. Our team can provide the oversight of your long-range strategic financial, estate, and family succession planning.
Our proximity to local athletic venues, as well as mid-town Manhattan, affords New York’s professional athletes the opportunity and convenience of meeting face to face to better ensure that we will resolve your problems and concerns efficiently and effectively.
We offer a wide range of services to better service our clients. They include:
- Accounting, consulting and tax services
- Financial planning, management and reporting
- Business management and consulting
- Wealth management
- Asset management and investment monitoring
- Estate and succession planning
- Real estate consulting and implementation
- Trustee services
- Trust planning and compliance services
- Insurance analysis and risk management
- Contract negotiation services
- Philanthropic planning and execution
- Concierge services, including management of household staff and household payroll, cash management, and bill payment
