Miscellaneous Services

Philanthropic Planning

We educate you on the various ways you can make charitable donations to ensure that you do so in a most efficient manner.


We assist you with any filings that may be necessary.

International Assistance

Non-US citizens face complications that US citizens are unaware of.  We provide guidance and planning around the various tax differences non-US citizens face compared to US citizens, as well as insight on obtaining a green card or US citizenship.

Other services provided

We offer complementary lifestyle services such as the development of a succession plan that gives your family comfort in knowing all affairs are in order; education planning; the purchase and titling of real estate; and getting the most out of your employee benefits.

We seek to be your sole point of contact for anything to do with your financial life and your go-to for anything that comes up.

Client Resources

Company Information

AJ Wealth
28 Liberty Street, Suite 2850
New York, NY 10005
Phone: 212-729-7750
Fax: 888-712-1647

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