Our Services

We begin by getting to know you: your goals, values, and the stories behind your financial life.

Whether you’re preparing for retirement, navigating divorce or the loss of a family member, we offer clear, steady, and compassionate guidance.

We help you understand your full financial picture, clarify priorities, and make confident decisions through life’s transitions. We recognize your wealth reflects your time, choices, and hopes for the people you love.

Investment Management
Financial Planning
RSU + Option Strategies

Important Information

Ingalls & Snyder is a brand name used for the affiliated companies of I&S Group, LLC.  2X Wealth Group is a team at Ingalls & Snyder that offers investment advisory and brokerage services. Investment advisory services are offered through Ingalls Investment Management, LLC ("IIM"), an SEC registered investment adviser, and brokerage services are offered through Ingalls & Snyder, LLC ("INGS"), a member of FINRA and SIPC.  INGS is a self-clearing broker-dealer that is a FINRA member providing custody and brokerage services for those clients who have selected Ingalls to provide such services.  Important information regarding the services provided by Ingalls can be found here.  If you maintain your account at Charles Schwab & Co. (“Schwab”), please read the additional disclosures available on Schwab’s website.

Work with Us

Ingalls & Snyder, LLC
1 Rockefeller Plaza,
7th Floor
New York, NY 10020-2003

A 2026 Barron's Top 100 RIA Firm

Our clients typically have investible assets of $2 million or more. We also work with clients that don’t yet meet this threshold, but are on a path to getting there in the future.

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