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 professional help with your financial planning?
Call (888) 496-1665 for a Confidential Consultation

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.

At Piermont Wealth Management, we offer:

  • A team of financial professionals with more than 25 years of experience
  • A rare hybrid of counsel and guidance from an attorney turned Certified Financial Planner®
  • Independent advice that adheres to all state laws and federal regulations
  • Comprehensive financial planning services for any investment portfolio
  • A free no-obligation consultation, in person or over the telephone

We Put Our Clients First

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 services include retirement planning, investment management, and financial planning.

Protecting Clients for Today and Tomorrow

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 completely satisfied to your liking.

The best way to set yourself up for future success is by taking action today!
Call our financial planners at (888) 496-1665.

What Our Fee-Only Philosophy Means for You

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 (SEC). As our client, you deserve reliable and trustworthy financial planning services and conflict-free advice. We are ready to serve you and your best interests.

Start planning your financial future. Contact Piermont Wealth Management at (888) 496-1665 today!

We would be happy to answer any questions you may have about financial planning and investments. You have worked hard to attain the life you envisioned for yourself and your family. Don't jeopardize everything by failing to plan for the future! Allow us to help you maintain this quality of life throughout your retirement.

Have questions or concerns about our retirement and financial planning services?
Contact us at (888) 496-1665 to request your confidential consultation today.

With offices in Midtown Manhattan, and Melville, Long Island, we proudly serve clients in Nassau County, Suffolk County, New York City, and throughout the country.

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