Broker Check
Max DiSesa, CFP®, APMA®, AAMS

Max DiSesa, CFP®, APMA®, AAMS

Managing Partner

(845) 454-3021 ext. 231

max.disesa@sbwa.com

Max DiSesa is a Managing Partner at Seven Bridges Wealth Advisors, where he advises individuals and families with $1 million or more in investable assets, including highly compensated professionals, business owners, and those navigating significant life transitions like an inheritance or the loss of a spouse. With over 14 years of experience, his approach is built on a simple premise: clients should understand their risk, their performance, their fees, and how every decision connects to what they're actually building toward.

As the firm's visionary, Max drives the firm's evolution, from platform independence and strategic growth to integrating emerging technology into how clients are served. He is focused on building an organization designed to guide clients and their families for generations.

After summiting Mount Everest, Max carried a principle back that now runs through both his leadership and his advisory work: the goals worth pursuing are reached through preparation, disciplined decisions, and the patience to see them through.

He is committed to longevity in every sense, dedicated to extending both lifespan and health span through disciplined daily practice while building an enduring firm meant to outlast him. Outside the office, he travels, cooks, scuba dives, reads widely, and plays chess. At home, he and his fiancée share life with two rescue cats, Martini and Caper.