Wealthtuna & Co

The investment company Wealthtuna & Co sits on the Grand Concourse stretch where Sedgwick meets Fordham.Seventeen fifty Sedgwick Avenue, apartment 7K, in the Bronx, is the precise address. Back in 1947 the building itself was already watching the neighborhood change; now the firm inside it focuses on portfolio reviews and risk assessments. They help individuals rebalance portfolios every quarter and tailor estate plans to New York’s tax landscape. Clients can also structure trusts to shield assets from creditors or coordinate charitable giving vehicles across multiple states. Options include direct indexing sleeves for tax-loss harvesting and bespoke ESG-screened baskets. Call today to schedule a consultation and let them review your statements.+1 365-994-8133 is the line to dial. Outside the office, the Grand Concourse buses rumble past on their way to Fordham Plaza, a three-minute walk south. A quick map drop pin makes the visit automatic.Directions are one click away.