Questionnaire

 

Piermont Wealth Management

135 Crossways Park Drive, Suite 102
Woodbury, NY   11797
Phone: 516-496-7800         Fax: 516-496-7803
Email: info@piermontwealth.com 


Map and driving directions
 

If you'd like to receive more information or ask a question about our services, please fill out the form below and click the "submit" button.

In an effort to better assist you with your financial planning needs we ask that you please answer the following questions.

Name   

Email   

Phone   

I.     YOUR FINANCES

A) What financial advisory services are you looking for?
   (Check all that apply.)

     Investment Management
     Retirement Planning
     Estate Planning
     Tax Planning
     Business Finances
     Cash Flow Management


B) What is the size of your investment portfolio? (Do not include any real estate interest and/or business interest.)

      

C) What is your total net worth?

      


II.     YOUR LOCATION AND TRAVEL PREFERENCES

A) Do you require a local advisor, or is remote contact through phone and e-mail also acceptable? (remote gives you more options)

No strong preference
Local Preferred
Local Required


B) Which office would you request our meeting be held at?

Manhattan
Woodbury


III.     YOUR ADVISOR RELATIONSHIP

A) Which of the following fee structures are you comfortable paying? (Select all that apply)

     Hourly Fee
     Flat Fee
     Based on Assets


B) Are you willing to allow an investment advisor to make decisions at his/her discretion? (Select all that apply)

     Advisor makes the decisions without having to consult with you
     Advisor makes decisions but consults with you first
     You make the decisions and guide the advisor


C) Are you actively considering hiring a Fee-only Financial Advisor?

Yes
No


D) If yes, please indicate a potential time frame.

      


E) Would you accept a telephone call from one of our financial advisors at this time to further discuss your planning needs?

Yes
No


F) If so, what is your telephone number and the best time to reach you?

    

Morning
Afternoon
Evening


IV.     YOU & YOUR FAMILY

A) What is your age?



B) Are you married?

Yes
No


C) If working, when do you plan to retire?

      


D) Why are you looking to leave your current financial advisor?




E) Why are you looking to hire a Fee-only Financial Advisor?



F) Please list your address to receive our free guide titled "Strategies for Wealth Management."



©2010 Piermont Wealth Management. All rights reserved.