Wealth Management & Advisory
Your Financial Legacy, Thoughtfully Crafted
We partner with individuals and families to build, preserve, and transfer wealth across generations with precision and care.
Our Services
A Disciplined Approach to Growing Wealth
We deliver institutional-quality advisory services with the personal attention of a boutique firm.
Wealth Management
Comprehensive portfolio strategies tailored to your risk profile and long-term objectives.
Asset Protection
Sophisticated strategies to safeguard your assets from market volatility and unforeseen risks.
Investment Advisory
Data-driven investment guidance across equities, fixed income, alternatives, and private markets.
Estate Planning
Structured plans to efficiently transfer wealth to future generations and charitable causes.
Family Office
Integrated financial management for ultra-high-net-worth families and multi-generational wealth.
Tax Strategy
Proactive tax planning to minimize liabilities and maximize after-tax wealth accumulation.
About Pokiri Wealth
Built on Trust, Guided by Expertise
Founded in 1998, Pokiri Wealth was established with a singular mission: to provide thoughtful, conflict-free financial counsel to those who have built exceptional wealth. We believe that true advisory goes beyond portfolio management; it requires understanding every dimension of our clients' financial lives.
As an independent, fee-only firm, our interests are aligned entirely with yours. Every recommendation we make is driven by what is best for you and your family.
$4.2B+
Assets Under Advisement
25+
Years of Experience
98%
Client Retention Rate
350+
Families Served
Our Team
Meet the Advisors Behind Your Strategy
Our team combines deep industry knowledge with a personal commitment to every client relationship.
Jonathan Mercer
Founding Partner & CEO
With over 30 years of experience in wealth management, Jonathan leads Pokiri Wealth with a client-first philosophy and a deep commitment to fiduciary excellence.
Catherine Ashford
Chief Investment Officer
Catherine brings two decades of institutional investment expertise, overseeing portfolio strategy and asset allocation across all client mandates.
Daniel Prescott
Director, Estate & Tax Planning
Daniel specializes in multi-generational wealth transfer and tax-efficient strategies, helping families preserve their legacy for decades to come.
Testimonials
Trusted by Generations
“Pokiri Wealth has been instrumental in structuring our family's wealth across multiple generations. Their attention to detail and personalized approach is unmatched.”
Margaret Whitfield
Private Client
“After two decades with a large institution, switching to Pokiri Wealth was the best financial decision we ever made. Truly independent, truly aligned with our goals.”
Robert & Eleanor Hayes
Family Office Client
“The estate planning team helped us navigate complex trust structures and tax strategies that saved our family millions. Their expertise is extraordinary.”
Dr. Samuel Ortiz
Entrepreneur & Philanthropist
Contact
Let's Start a Conversation
Whether you are exploring options or ready to take the next step, we welcome the opportunity to understand your goals.
Office
200 Park Avenue, Suite 3100
New York, NY 10166
advisory@crestwoodwealth.com
Phone
(212) 555-0198