About
Wexford Financial Strategies is an independent fiduciary wealth management and financial planning firm serving Long Island families and business owners from their Melville, NY office. They offer specialized services, including concierge wealth management, divorce consulting, and special needs planning. Their team, led by President and CEO Scott B. Zuckerman, takes a hands-on approach to financial guidance, focusing on creating personalized client experiences that address each individual's unique needs and goals. With a commitment to independence and a proactive approach, Wexford Financial Strategies helps clients develop strategies to achieve their financial objectives and navigate life's challenges.
Insurance & payment
Insurance details are not listed publicly — call the practice to confirm.
Ask about sliding-scale fees if you're paying out of pocket.
Services & specialties
Concierge Wealth Management
Distinctive guidance for significant wealth, addressing the increasing complexity of choice and entrusting financial and personal aspirations.
Divorce Consulting
Navigating financial issues during and after divorce, providing objective guidance to address substantial stress and uncertainty.
Special Needs Planning
Providing adequate resources to cover the needs of two generations, addressing the unique challenges of special needs parents.