Sharon Hayut, CDFA® · New York City
Your wealth is too complex for ordinary advice.
I work with a select group of high-net-worth families, executives, and women in transition who need more than portfolio management. They need someone who sees the whole picture — and tells them the truth about it.
Investment News $100M Club Top Female Advisors 2026
15+
Years serving HNW families
6×
Forbes recognized advisor
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Recognized by
Forbes
Listed by
InvestmentNews $100M Club · 2026
Credentials
CDFA® · Magnus Financial Group
Approach
Independent · Fiduciary · No commissions
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Why clients choose Sharon
Finance was built to confuse you. I built my practice to do the opposite.
I started my career at Citi Smith Barney in 2008 — the worst financial crisis in a generation. I learned fast, or I failed. That year shaped how I think about wealth: not as a number on a screen, but as the security, identity, legacy, and freedom behind every family I work with.
15+ years
Years serving HNW families
6×
Forbes recognition
What I do
Most advisors manage your portfolio.
I manage your wealth.
There is a difference. A portfolio is a spreadsheet. Wealth is your estate, your taxes, your family, your legacy, and your freedom — all moving at the same time. Here is how I handle all of it.
Is this you?
I work with people whose wealth has outgrown their current advice.
Not everyone is the right fit. Here is who I am built to serve.
The High-Net-Worth Family
$2M – $50M+ in investable assets
The Woman in Transition
Divorce · Widowhood · Inheritance
The Corporate Executive or Entrepreneur
RSUs · Business sale · Concentrated equity
The Next Generation
Inheritors · Wealth builders · Ages 35–50
Not sure if you are the right fit? Schedule a 20-minute call — no pitch, no pressure.
How it works
Four conversations that change everything.
Every client relationship starts the same way: with a conversation, not a pitch.
1
The First Call
20 minutes. No agenda but to understand your situation and whether I can genuinely help. No pitch.
2
The Full Picture
A 60-minute deep-dive across your entire financial life — investments, estate, taxes, insurance, goals, fears.
3
The Plan
I build a comprehensive strategy. Not a template — a plan built specifically around your situation and your goals.
4
Ongoing Partnership
Regular reviews, proactive outreach when markets move, and a direct line to me — not a call center.
Forbes
Best-In-State Women Advisors · 2021 & 2022
InvestmentNews
$100M Club Top Female Advisors · 2026
Working Mother
Top Wealth Advisor Moms · 2018–2020
New York Magazine
Five Star Wealth Manager · 2014–2015
Magnus Financial
Senior Managing Director
Free resource
The 2026 Estate Tax Guide for High-Net-Worth Families
The federal estate tax exemption changed in 2026. If your estate exceeds $15M per person (or $30M as a couple), there are specific strategies available — and some that close without warning. This free guide walks through exactly what changed, who is affected, and what to do next.
Includes: 5 planning strategies · Self-assessment checklist · Questions to ask your advisor · 30-day action plan
Delivered immediately to your inbox. No spam. No pitch. Just the information.
Your information is never shared or sold. Unsubscribe anytime.
Sharon Hayut · Magnus Financial Group · SEC Registered RIA
Common questions
What you need to know before we talk.
Straight answers to the questions most HNW families ask before reaching out.
I work exclusively with high-net-worth individuals, multigenerational families, corporate executives, entrepreneurs, and women in financial transition — typically clients with $2 million to $50 million or more in investable assets. I maintain a selective, boutique client list and manage over $250 million in assets under management. I am based in New York City and licensed in over 15 states.
Yes — always. I operate through Magnus Financial Group LLC, an SEC-registered independent Registered Investment Advisor (RIA). As a fiduciary, I am legally required to act in your best interests at all times. I do not earn commissions and do not sell proprietary products. My advice is genuinely yours, not influenced by what the firm needs to sell this quarter.
I generally work with clients who have a minimum of $2 million in investable assets. My core client base typically ranges from $5 million to $50 million and above. I maintain a selective client list — not to be exclusive for the sake of it, but because genuine high-touch service requires it.
Yes — this is one of my most important areas of practice. I am a Certified Divorce Financial Analyst (CDFA®) and one of the few Forbes-recognized advisors in New York with this specialty. I work with high-net-worth women navigating divorce, helping them understand asset division, model settlement scenarios, and plan for financial independence after the process is complete. I regularly collaborate with divorce attorneys and work with clients from the earliest stages of separation through post-divorce financial rebuilding.
Effective January 1, 2026, the federal estate tax exemption increased to $15 million per individual ($30 million for married couples), up from $13.99 million in 2025. The One Big Beautiful Bill Act made this higher exemption permanent and inflation-indexed. The prior scheduled "sunset" reduction to approximately $7 million per person did not occur. The annual gift tax exclusion remains $19,000 per person ($38,000 per couple). Families with significant estates should review their plans to ensure they are taking full advantage of current exemption levels and gifting strategies.
haron Hayut, CDFA®, is a Certified Divorce Financial Analyst and Senior Managing Director at Magnus Financial Group. She has been recognized by Forbes, InvestmentNews, Working Mother, and New York Magazine for her work as a wealth advisor. Her recent recognition includes the InvestmentNews $100M Club Top Female Advisors list for 2026.
The first step is a 20-minute discovery call. No pitch, no pressure — just a conversation to understand your situation and whether I can genuinely help. You can schedule directly using the booking calendar on this site, email me at sharon@sharonhayut.com, or call me directly. If you would like to learn more first, download the free 2026 Estate Tax Guide — it is a useful starting point for anyone with a significant estate.
The first step
A 20-minute call.
No pitch. No pressure.
Just a real conversation.
I work with a select number of clients. The first call is to find out whether I can genuinely help you — not to sell you something.
📞
20-Min Discovery Call
Tell me your situation. I'll tell you honestly whether I can help.
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Send a Message
Prefer to write first? I read and respond to every email personally.
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Get the Free Guide
Start with the 2026 Estate Tax Guide — no call required.
Wealth Intelligence
Real insight. No jargon. No product pitch.
Every two weeks I publish what I'm actually thinking — what I'm seeing in markets, what tax law changes mean for HNW families, and the specific strategies most advisors aren't using for their clients. No generic advice. No affiliate links. Just the truth, plainly stated.
01
The 7 Estate Planning Mistakes That Cost HNW Families Millions
Most HNW families believe they are protected. Most are not. Here is what I find when I actually look at the documents.
02
How to Structure a $5M+ Portfolio When Rates Stay High
The 60/40 portfolio was designed for a different era. Here is what the evidence actually supports at this wealth level.
03
Tax-Loss Harvesting: The Strategy Your Advisor Probably Isn't Using
I found $47,000 in missed opportunities in a new client's portfolio last month. Here is how to check if the same is happening to you.