Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Oculus NYC

Alon Plitt

First Vice President–Wealth Management

Financial Advisor

Alon has been delivering custom solutions to individuals and institutions for over 20 years. He prides himself on building deep and long-standing relationships based upon competence and trust. Alon assists his clients with all facets of financial planning, including investments, retirement plans, insurance, and estate planning.

Alon takes particular satisfaction in analyzing clients' big-picture situations and formulating individually-tailored strategies to meet their goals. He often functions as his clients' 'personal CFO,' collaborating with their accountants and attorneys to achieve the best results. Alon advises clients ranging from individuals to educational institutions, charitable organizations and foundations, and complex family businesses.

Alon is a New York native currently residing in Briarcliff Manor with his wife Julie and three children.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • MO
  • NC
  • NJ
  • NM
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT

  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit

299 Park Avenue
New York, NY 10171
  • (212) 309-3108

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