The Reinstein Nelson Team | J.P. Morgan Wealth Advisors in White Plains, NY (2024)

The Reinstein Nelson Team is a collaborative group of steadfast financial professionals all working toward a common goal: helping to improve the financial lives of the clients we serve.
Since 1999, we've supported high-net-worth families, individuals and businesses who have built significant wealth across various life stages. They seek a long-term partner who can help them oversee the daily management of their financial responsibilities as they aim to preserve their legacies and awaken opportunities. To this goal, each member of our team brings deep experience and diverse skillsets that complement our clients' range of objectives. From cash management needs to multi-generational strategies to portfolio management and beyond, we usher our clients through their breadth of priorities and build a strategic framework. By doing so, our clients have an ally to turn to whenever they need us and a wealth management foundation that helps them pursue their best lives.
We believe that our advisory support should serve as a bedrock that clients can rely on, no matter the market cycle or their wealth management needs. As such, we embrace the following service values:
Streamlined support—Financial lives are inherently complicated. We believe our support should simplify the processes and decision-making that underpin clients' entire wealth management landscape. We also remain accessible to our clients, so they can reach us whenever they seek our guidance.
Disciplined service—We are methodical and proactive in our support and believe that follow-through is paramount to meaningful client service. We aim to help our clients bring this discipline into their own wealth management, so they can build consistency into their planning and thoroughness into their strategies.
Goals-based planning—We believe in the power that financial planning brings to the betterment of people's financial lives. No matter if our client is a growing family or a thriving business, we're here to help them analyze, strategize, and implement a personalized wealth management framework.
Multi-generational guidance—Wealth often interconnects with the generational relationships between families. We prioritize helping all family members and develop forward-looking strategies that help our clients preserve and pass on their legacies with care.