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Your Future.

Our Guidance.

A True Partnership.

5th Street Advisors is an independent registered investment advisor providing comprehensive wealth management to individuals, families and business owners.

Practice Areas

 

Wealth Management

Tailored Financial Planning & Investment Portfolio Solutions

Retirement Plans

401(k) Services and Comprehensive Retirement Solutions

Small Business Owners

Solutions for Business Owners & Entrepreneurs

Our Approach

 

We provide bespoke financial advisory services for individuals and businesses seeking an alternative to mass-market offerings.  Customized planning, personal attention and sophisticated advice are a given with 5th Street.

As your trusted partner, we integrate goals-based investment management with holistic wealth planning,  all provided with an unbiased perspective that is free of any conflict of interest.

 

We are deeply committed to helping our clients build, grow, and maintain their wealth, while bringing greater clarity and efficiency to the process along the way.

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A Trusted Partner

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Done Deal

A Holistic Approach 

Your investment portfolio does not exist in a vacuum.  It is entwined with other important financial considerations, including:
 
  • Income and spending habits
  • Tax sensitivity and liquidity needs
  • Risk tolerances
  • Lifestyle
  • Estate planning goals
Coordinating these factors into a coherent strategy is the key to building, growing and maintaining long term wealth.
 
We integrate highly focused financial planning with sophisticated portfolio management, allowing us to master the details of your financial life and tailor advice to your unique situation.
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5th Street is comprised of experienced money managers and certified financial planners, working directly with you to provide ongoing, adaptive advice.
 
At many wealth management firms, you will never meet the person actually managing your money.  We believe this arrangement underserves clients.
 
At 5th Street, we believe you are best served by dealing directly with your money manager.  Moreover, we believe in educating clients about our investment process because we understand that greater transparency translates into better communication, better decisions, and ultimately greater peace of mind.
Virtual Team Meeting

An Experienced Team

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Online Meeting

Client-Centric

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Independent

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Meet the Team

 

Cesar Manent

CFP®

Partner

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Abelardo Curdumí 

CFP® | CLTC

Partner

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Shane Pendley

JD | CFP® 

Partner

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Maurice Cabral

Investment Advisor Representative & Head of Compliance

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Maryellen Schwartz

Investment Advisor Representative

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Frank Tedesco

Investment Advisor Representative

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Get In Touch

34 Fifth Street, Stamford, CT 06905

info5thstreetadvisors.com  /  Tel. 203-324-1212

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