Piermont Wealth Management Inc. is a Fee-only Financial Planning and Investment Management Firm with offices in Manhattan and Woodbury, New York.  Our comprehensive Advisory Services educate you on what you have, what you need, and how to achieve your financial goals.  Here's how!
 
Are you too busy to study the financial markets? Are you too overwhelmed with investment options and complicated tax issues? Are you not getting the attention you deserve from your full commission broker? If so, we can help you.

At PIERMONT, we strongly believe that independent, fee-only (non-commission based) financial advisors provide you with the best solutions to your financial needs. It comes from our long standing philosophy of ethical, conflict free service and placing your needs first. With so many people calling themselves financial advisors these days, it is hard to know who you can trust. Whether an advisor is considered a financial consultant, financial planner or investment advisor, the title does not tell you about the advisor`s qualifications or method of compensation. Often, these advisors focus their recommendations around the products they can sell to you. We do not sell products, only our services.

At PIERMONT, we pride ourselves on our ability to financially educate you on what you have and what you need. You work through a process that includes many factors such as a review of your cash flow, current portfolio, and income tax situation. You receive various illustrations including statements that reflect your cash flow items, asset allocation, risk analysis, and more. You have access to our financial planning and investment management brochures, financial e-newsletter, free financial planning workshops, etc. This eye-opening experience allows you to take control of your assets, know where you are spending your money, and achieve your financial goals. Get financially educated!

At PIERMONT, we provide financial planning and investment management services.  Financial planning can include goal setting, investment planning, tax advice, retirement planning, estate planning, and cash flow management. Investment management is the ongoing management of your investment portfolio including the development and implementation of a disciplined investment strategy. You can choose either of these types of services based upon your needs.

Finally, at PIERMONT, our firm's objectives are to develop lasting trust relationships. We work with you to develop, implement and monitor a customized, comprehensive financial plan. Your plan is created to satisfy your financial goals and obtain maximum after-tax returns in light of your risk tolerance.