Fee-Only Fiduciary Wealth Management in Tenafly, NJ
Fintegrity is an independent, fee-only fiduciary adviser (CRD #292421) headquartered right here in Tenafly, serving local families who invest more than $2 million. You work directly with founder and managing principal Jeffrey Barnett, and our performance reporting is independently verified for GIPS compliance. See how we meet the four criteria every high-net-worth family should demand.
Your fee-only fiduciary, based in Tenafly
Most of the “local” financial advice in an affluent town comes from the branch office of a national firm — a brand on the door, a rotating cast of advisers, and products to sell. Fintegrity is different. We’re an independent, fee-only fiduciary headquartered at 60 Woodland Park Drive, and Tenafly is home, not a territory. That means something practical: when you want to sit across a table from the person who actually manages your money, you can — without driving into Manhattan or working through a call center. The adviser who knows your family is a few minutes away.
The Tenafly wealth picture
Tenafly is one of Bergen County’s most established communities — a longtime destination for New York professionals and their families, drawn by its schools, its proximity to Manhattan, and a quality of life that keeps families here for generations. That produces a distinct client profile: executives and professionals who commute (or once commuted) to New York, business owners, physicians and attorneys, and retirees who built substantial wealth over a career and now want it managed with care. Wealth like that carries a few recurring challenges a product-driven relationship handles poorly.
You live in New Jersey and often earn in New York
Many Tenafly residents work across the river in Manhattan, which means two states have a claim on the same income — New York taxes the wages, New Jersey taxes you as a resident and credits the New York tax, and the two don’t always reconcile in your favor without attention to bonus timing, deferred pay, and how workdays are sourced. New Jersey’s top rate reaches 10.75%, and the state gives no break on capital gains. We build those realities directly into portfolio and cash-flow decisions and coordinate with your CPA, rather than treating your investments and your taxes as separate problems.
Concentrated and appreciated wealth
A career’s success often leaves a household concentrated — a large position in one employer’s stock, or decades of appreciation in a home and a portfolio. Concentration is both a tax problem and a risk problem, and the disciplined fix (staged diversification, tax-lot management, charitable strategies) takes planning, not a product. This is exactly the kind of work a fee-only fiduciary should do with you.
Continuity you can count on
The traditional model turns over — advisers move firms, accounts get handed to junior staff, and the person who understood your situation is gone. Fintegrity is deliberately small, serving fewer than 30 client households, so the principal who knows your plan, your family, and your intentions is the same person you’ll work with years from now. For retirees, that’s one steady hand on income planning and a plan a surviving spouse can rely on.
Meeting in person — or not
Because we’re based in Tenafly, in-person meetings are genuinely easy — at our office on Woodland Park Drive, by appointment. Many local clients still prefer the convenience of secure video for ongoing check-ins, and that works too. The relationship runs the way you want it to.
What working with Fintegrity looks like for a Tenafly family
Illustrative scenarios, not specific clients:
- A New York-employed executive living in Tenafly with concentrated RSUs and a two-state return, who wants a diversification and tax plan handled by someone down the road, not downtown.
- A local business owner preparing for a sale, who wants investment and estate structures in place before the liquidity event.
- A retired couple who raised their family in Tenafly and want a reliable income plan and a clear plan for the next generation.
