Skip to main content
MetaParadigm Wealth Management

Health and Wealth Management

Where wealth planning meets health, longevity, and genetics, we help Tri-State families build strategies around the lives they want to protect, the futures they envision, and the generations yet to come.

Check the background of this investment professional on FINRA's BrokerCheck.
How We Help

Health-Informed Wealth Management in the Tri-State Area

Your financial plan should reflect more than your portfolio. Across the Tri-State area, we connect wealth management with health, longevity, and genomic insights to help families plan with greater perspective, purpose, and intention for the future.

GET STARTED
01

Genomic & Health Assessment

For clients who opt in, SNiP Nutrigenomics uses a cheek swab to uncover insights for health and longevity planning.

02

Health & Wealth Integration

We connect your health outlook and longevity goals with your financial plan, helping Tri-State families prepare intentionally for what may lie ahead.

03

Biotech Investment Strategy

Drawing on what matters to you, we evaluate biotech funds, companies, and innovations addressing health challenges with potential relevance to your broader portfolio.

04

Protection & Long-Term Planning

We help you anticipate how health and longevity shape insurance, long-term care, and protection needs for you and those who depend on you.

Add a Deeper Layer with SNiP Nutrigenomics

A closer look at the factors that may shape your future Clients interested in the genetics-informed side of our approach can choose to begin with SNiP Nutrigenomics, a separate third-party provider.

Learn More

SNip Process

1

Order & Register Your Kit

Access SNiP through MetaParadigm and register your at-home testing kit.

2

Receive Your SNiP Report

Explore the genetic and nutrigenomic insights provided through your SNiP results.

3

Implementation

With your full approval, we execute through institutional-grade vehicles, coordinating seamlessly with your existing advisors and counsel.

4

Connect It to the Bigger Picture

Bring relevant insights into your conversations with MetaParadigm as we consider the financial implications of health, longevity, and family priorities.

Build a plan as unique as your DNA

We believe strong partnerships start with a simple introduction. Let us understand your family's vision.

Wealth Management FAQs

Navigating health-informed financial planning often brings up complex questions about privacy, options, and long-term security. We believe that complete clarity is the cornerstone of trust, and we are committed to making every step transparent so you feel informed, confident and supported.

Answer: You can absolutely work with us! While genomic insights allow us to build a hyper-personalized plan, we offer comprehensive wealth management and financial strategy for clients at any stage. You are never required to complete DNA testing to benefit from our core advisory services.

Answer: We take client privacy seriously. Any health information you choose to provide is handled with care and appropriate safeguards and used only to help inform your personal financial and insurance strategies. When applicable, we may coordinate with qualified Genetic Counselors as part of this process.

Answer: Not at all. While we love meeting local clients at our Victory Blvd office in Staten Island, we offer fully secure, virtual joint consultations with our team and Genetic Counselors for clients throughout New York and nationwide.

Answer: Our advisors and genetic specialists guide you strategically through this process. We evaluate existing coverage and timing—aiming to secure optimal life and long-term care policies.