CAS Investment Partners, LLC

Wealth management on the East Side usually wears a quiet suit. CAS Investment Partners, LLC fits right into that rhythm along Lexington Avenue.

Find the office upstairs in the same building where the elevators open onto suite 12 101 at 575 Lexington Ave. This is the northern end of Midtown, where glass towers lean toward the sky and the sidewalks pulse at midday.

They help clients with retirement planning, portfolio reviews, tax-efficient strategies, estate structuring, risk management, and cash-flow analysis. One call sets the sequence in motion.

Call (646) 862-6213 for details or simply pull up the map on your phone before you step off the train.