Michael Schupak

CFP®, EA

Astra Wealth Partners

Principal Advisor

Contact Me

I can work with clients anywhere!

Michael Schupak

CFP®, EA

Astra Wealth Partners

Principal Advisor

The emphasis I provide on tax strategy and investments are an excellent combination to navigate complex employer equity situations. - Michael Schupak, CFP®, EA

Contact Me

(646) 844-2416

Website

Fee-Only financial planner located in Jersey City and NYC, serving clients locally and across the country.

Michael Schupak is a Jersey City & New York City fee-only financial planner. Astra Wealth Partners provides holistic financial planning, including tax planning, equity compensation advice, and retirement planning services to help professionals and high-net worth clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Michael Schupak is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Michael Schupak is a Certified Financial Planner professional and holds the Enrolled Agent designation which is the highest credential the IRS awards.

Hi, I’m Mike Schupak, co-founder of Astra Wealth Partners.

Financial planning and investing can be both intimidating and overwhelming. I want to be there to help you understand your financial picture, plan for the future and to help you avoid making costly mistakes that you may regret down the road.

I am passionate about what I do and truly care about the clients I work with. I’m patient, detail orientated and enjoy teaching others. Being left brain dominant, I have a love for probability and numbers. I enjoy reading the latest white papers on investing and appreciate the variety that comes with each financial planning engagement.

Outside of work, I love to spend time with my wife. We are avid skiers and she has spread her travel bug to me over time. I strive to always eat healthy but burgers and pizza occasionally get in the way. I’m a big NY Jets fan, otherwise a casual sports fan. I’m always up for a game of chess, basketball or a round of golf.

Michael Schupak is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Astra Wealth Partners provides personalized wealth management services through a holistic view of your finances.

We believe everyone’s unique circumstances require a customized approach to meet their full potential. We develop a cohesive strategy for clients that integrates tax optimization, financial planning, and investments through our in-depth quantitative approach.

We are proud to be a fee-only, independently-owned firm that acts as a fiduciary for our clients at all times. This means that we are not compensated through commissions paid for selling financial products. We are not incentivized to make decisions regarding investment product recommendations that may conflict with the best interests of our clients. We are not bound to a specific set of financial products and are able to consider a wide variety of solutions for our clients.

AWP was co-founded by Kevin Peacock and Michael Schupak. After growing their respective firms separately over a number of years, they realized that they could provide even more value to clients by joining forces. Their clients would benefit from their combined knowledge and past experience.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Cash Flow Planning
  • Tax Planning

Ideal Clients

  • Employer Stock Compensation
  • Sudden Money Situations
  • Novice Investors
  • Emerging Affluent
  • Urban Dwellers

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Michael Schupak is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Michael Schupak is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Michael Schupak is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Enrolled Agent with the IRS (EA)
    Michael Schupak is an Enrolled Agent (EA) with the IRS

    An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.

Contact Michael Schupak

(646) 844-2416

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Office Locations:

  • 101 Hudson Street
    21st Floor
    Jersey City, NJ 07302
  • 99 Madison Ave
    Fifth Floor
    New York, NY 10016

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