We’re here to help. Let's meet for a free discovery session. 

already know what your request is regarding?

Fill out one of our request forms so we can get a better idea of your specific needs ahead of time:

Financial Planning Request Form

Retirement Consulting Request Form

email or call us

Email: jacob@WesfairAdvisory.com

Office Phone: 914-238-3734

we’d love for you to visit us in person

We’re conveniently located at:

480 Bedford Road
Suite 4201
PO Box 320
Chappaqua, NY 10514

Office Hours:
Monday – Friday: 9AM – 5PM