The Holtz Group was established in 2010 to better serve a developing number of High Net Worth and Business clients.
Today, we have a loyal following consisting of hundreds of exceedingly satisfied clients who expect a superior level of financial service and advice.
We work closely with our clients to understand and anticipate their financial needs while informing them of opportunities most advantageous to their situation. As a result, we have built discrete, individualized, long term relationships.
To secure your private consultation, please contact us at (646) 597-7700.