Financial planning for physicians, attorneys, MBAs, and automotive leaders building a life they actually want.
A decade across Goldman Sachs, Toyota, and Verizon taught me one thing: the work that matters is the relationship that lasts, not the one that closes this quarter. West Village Wealth is built around that — small by design, fee-only, my incentives never quietly diverging from yours. I'd rather serve a few families exceptionally well for twenty years than chase a roster I can't honor.
EducationKellogg School of Management — MBABoston College — B.S. triple major
BackgroundGoldman Sachs · Toyota Motor N.A. · Verizon~9 years of diverse industry experience
StandardFiduciary, at all timesFee-only. No commissions, no kickbacks, no quotas.
The Story
Why this practice exists.
The summer I spent as an MBA intern in Goldman Sachs' Private Wealth Management division, I sat in on meetings with some of the best advisors in the business — brilliant, charming, and often focused on the wrong thing. Often, meetings circled back to the same metric: net new assets. Pipelines, prospects, who you were trying to land next. The clients already on the books — the people who had trusted the firm with their life's work — were yesterday's problem.
The structure of the business pushed even good people to chase the next client instead of serving the one already in front of them.
I left that summer with a quiet conviction that has only grown sharper: the model itself is upside down. An advisor's hardest, most valuable work is not winning a client — it is keeping faith with one, for ten years, twenty, a lifetime. West Village Wealth was built around that single idea. We take on very few clients on purpose, and we are paid a clear, simple fee — never a commission, never a kickback, never a quota. The test of our work isn't how many new names we added this quarter; it's whether the people we serve would, without hesitation, introduce us to their children.
Joe
Founder
What We Cover
The whole financial picture.
Not just your portfolio — every decision that shapes the life you're building. Here's the ground we cover together.
Spending & Saving
A handle on where your money goes, so today feels good and tomorrow is funded.
Comp & Equity
Decode the offer letter — RSUs, options, deferred pay — and turn it into wealth.
Funding Education
A real plan for the loans behind you and the tuition bills still ahead.
Protection
Cover the risks that could undo years of work — without overpaying for the rest.
Investing
A disciplined, low-cost portfolio built for your timeline — and left alone to work.
Tax Strategy
Keep more of what you make through choices made all year, not every April.
Independence
Chart the road to the day work becomes optional — on whatever timeline you want.
Legacy & Estate
Make sure what you've built lands where you intend, with as little friction as possible.
Four things we will never do.
1
Sell you a product to earn a commission.
2
Take on a client we cannot properly serve.
3
Recommend something we wouldn't own ourselves.
4
Charge you for advice that isn't in your interest.
Get in touch
Let's talk.
Initial conversations are unhurried and complimentary. We'll learn about you, you'll learn about us, and we'll both decide — together — whether the fit is right. No pitch, no pressure, no follow-up calls you didn't ask for.
West Village Wealth LLC (“West Village Wealth”) is a registered investment adviser registered with the State of New York. Registration as an investment adviser does not imply a certain level of skill or training.
The information on this website is provided for general informational and educational purposes only and should not be construed as personalized investment, legal, tax, or accounting advice. Nothing on this website constitutes an offer to sell, or a solicitation of an offer to buy, any security or investment product. Advisory services are offered only to clients and prospective clients in jurisdictions where West Village Wealth and its representatives are properly registered, licensed, or exempt from registration.
Investment Risk
Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results, and no investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to market performance, asset classes, or investment strategies are illustrative and are not recommendations to buy or sell any security.
Third-Party Content
This website may contain links to third-party websites or scheduling tools. These links are provided as a convenience only. West Village Wealth does not control and is not responsible for the content, accuracy, or privacy practices of third-party sites.
Form ADV
West Village Wealth's current written disclosure brochure (Form ADV Part 2A/2B) discussing our advisory services, fees, and business practices is available via the Form ADV link on this website, upon request at joe@westvillagewealth.com, and through the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov (CRD #343329).
Privacy
Privacy Policy
Last updated August 2026
West Village Wealth LLC (“West Village Wealth,” “we,” “us”) is committed to safeguarding the nonpublic personal information of our clients and prospective clients. This notice describes the information we collect, how we use it, and the measures we take to protect it, consistent with SEC Regulation S-P and applicable state privacy laws.
Information We Collect
Information you provide to us directly, such as your name, contact information, date of birth, Social Security number, income, assets, and financial goals, on agreements, questionnaires, and in conversations.
Information about your transactions and accounts with us, our custodian, or other financial institutions.
Information you submit through this website or our scheduling tools.
How We Use Your Information
We use nonpublic personal information solely to provide investment advisory and financial planning services, to open and maintain your accounts, to communicate with you, and to meet our legal and regulatory obligations.
Information Sharing
We do not sell client information to anyone. We do not share nonpublic personal information with third parties except:
With service providers necessary to serve your accounts — such as our custodian and technology providers — who are contractually obligated to keep your information confidential;
As required or permitted by law, including responses to regulators, subpoenas, and similar legal process; or
With your consent or at your direction.
How We Protect Your Information
We maintain physical, electronic, and procedural safeguards designed to protect nonpublic personal information, and we restrict access to those who need it to provide services to you. This policy applies equally to current and former clients.
Changes & Questions
We may update this policy from time to time; the current version will always be posted on this website. If you have questions about this policy or your information, contact us at joe@westvillagewealth.com.
