Because Managing Your Finances Isn't Easy

Retirement & Investment Solutions for All Generations Independent, Objective, Commission-Free Advice Customized 5 Step Process To Financial Success

How Piermont Can Help You
Piermont's President, Philip J. Capell CFP®, JD & MS in Taxation, has over 20 years’ experience providing retirement & investment solutions. Mr. Capell is a radio personality & frequent lecturer/writer on investment management, retirement planning & estate planning topics. Read More...
Philip Capell CFP, JD and MS

Professional New York Financial Planners

Need help with your financial planning?

We can't always know what the future will bring, but we can prepare to the best of our abilities by having a solid plan in place. When it comes to your financial matters, having the right financial plan and investment portfolio is crucial to securing financial stability in the future.

Whether you are retired, about to retire, or are still saving for that chapter of your life, we, the New York financial planners at Piermont Wealth Management, can help you create and implement the right investment strategy that will generate the retirement income amount you desire. Our financial planning services include retirement planning, investment management, and financial planning.

To best identify and understand the goals and objectives of our clients, we utilize a five-step process, which includes :

  1. Consultation
  2. Discovery
  3. Strategy
  4. Implementation
  5. Review

Assessing risk tolerance from the very start, this process enables us to create a financial plan that works best for you. Even once your financial plan has been created and initiated, we will meet with you periodically to discuss any possible adjustments to your plan and confirm that your goals are being satisfied.

Our Fee-Only Philosophy

At Piermont Wealth Management, we strongly believe that independent, fee-only advice yields the best financial solutions. It comes from our long-standing philosophy of providing ethical, conflict-free service and placing our clients' needs first. This is why we do not receive a sales commission for our services or try selling a financial product to our clients.

As a fiduciary on our clients' accounts, we are completely independent, objective, and commission-free, and are registered as such with the U.S. Securities and Exchange Commission. As our client, you deserve reliable and trustworthy financial planning services and conflict-free advice.

Besides our fee-only philosophy, we are also proud to offer our clients the following:

  • A team of financial professionals with more than 30 years of experience
  • A rare hybrid of counsel and guidance from an attorney turned Certified Financial Planner®
  • A free no-obligation consultation, in person or over the telephone

Start planning your financial future. Contact us today!

We would be happy to answer any questions you may have about financial planning and investments. With offices in Midtown Manhattan, and Woodbury, Long Island, we proudly serve clients in Nassau County, Suffolk County, New York City, and throughout the country. We can help you with your financial planning and investment management no matter where you live. You have worked hard to attain the life you envisioned for yourself and your family. Allow us to help you maintain this quality of life throughout your retirement.

For more information about our retirement and financial planning services, please do not hesitate to contact us today.

At Piermont Wealth Management, we put our clients first.

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