True Wealth

Naftali Horowitz is a sought-after financial advisor for high net worth individuals, but through the years he’s gleaned insight about smart money management for the little guy too. And he’s concerned about the frum community’s attitude toward saving, spending, and investment — little financial education, lots of guesswork, and risky decisions that often cause bitter, stinging loss. Is there a better way?

Naftali Horowitz  is a sought-after financial advisor for high net worth individuals — in fact he’s the managing director and portfolio manager at Morgan Stanley Wealth Management, and he previously held the same positions at JP Morgan, but it wasn’t always that way. He spent his early years as many others do — completely lost about finances.

He’s come a long way since then; his clients today come to him with huge assets and enormous portfolios worth many millions, and Naftali guides them on the best way to preserve and grow their wealth — where should they invest? How? When?

But when he was newly married, he simply scrambled to make ends meet.

“I realized very quickly that not having and stressing about the next bill is not a way to live,” he says. The worry, the concern, the anxiety… they quickly take over your life.