Crystal Wealth Management, Inc

New York City Financial Planning and Wealth Management

We offer Independent Insurance Sales Brokers & Financial Service Representatives access to Marketing and Promotional materials of Select Insurance and Financial Product Providers through agreements with Select Insurance Carriers. Through one point of contact, you can access several Premier Life, Health, & Annuity products. Click here to find out how.

We're in the business of caring about your clients, their families, and their businesses.

No matter what your situation, your financial success requires careful planning and professional guidance. We pride ourselves in taking you, your clients, and their businesses through the major milestones in life by working together to help build brighter futures, preserve and protect their wealth and well being during their lifetime, and endow their wealth for the next generation to come. 

Many accountants, attorneys, and bankers call on us for advice on behalf of their clients, in addition to engaging us to help them manage their own affairs.

We're ready to make what seems improbable happen in life and your business. And ready to simplify the complexity of navigating the complex, financial problems associated with taxes, retirement, illness, or death. 

Crystal Wealth Management is one of the industry's leading brokerage firms specializing in insurance and annuities.  We provide a secure, stable platform for our associated representatives to conduct their business and our top payout structure assures that they'll continue to associate with us.  Our skilled, experienced back office staff and emphasis on cutting-edge technology allows us to handle all of our advisor's transactions smoothly and efficiently and our ongoing commitment to continuing education ensures that our staff is one of the most knowledgeable and informed in the business.

Take a moment to explore our products and services pages and see why Crystal Wealth Management is the One Point of Access for all of your business's needs.


The difference is clear...... Crystal Clear!

Contact one of our Financial Advisors now by calling 212.660.7401 or click here.


*Securities and Advisory Services offered through Private Client Services, LLC.  Member FINRA, SIPC and a Registered Investment Advisor.  Private Client Services, LLC and Crystal Wealth Management, Inc. are unaffiliated entities.