2017 PASEsetter Awards

On Tuesday, February 28th, Round Table Wealth Management attended the 2017 PASEsetter Awards Benefit held at Cipriani 42nd Street in New York City.

The event honored those who have given outstanding service and leadership to the City’s youth.  PASE’s mission is to improve the quality of afterschool programs for children and teens living in poverty. PASE recognizes the crucial role afterschool programs play in fostering young people’s intellectual, emotional, physical and spiritual growth. PASE believes that all kids deserve a safe, nurturing space during out-of-school time where they have opportunities to explore their passions while connecting with and learning from caring adults.

Round Table Wealth Management is an ongoing supporter of PASE and all their efforts.  For more information on PASE and their work with New York City’s youth, please visit pasesetter.org.

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2018-10-02T17:03:06+00:00

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Our goal is to preserve capital and enhance wealth by providing comprehensive investment advisory services within the context of establishing and maintaining long-term client relationships. As an independent, fee-only firm, we serve our clients with complete objectivity and manage conflicts of interest effectively.