Our Client-Focused Solutions

Financial Planner

At Piermont Wealth Management, we have been guiding individuals and families through retirement & financial planning since 2000. Our broad comprehensive approach includes investment management and financial planning services, along with retirement planning and retirement income services. Our clients can always place their complete trust in our financial planning skills and insight, thanks to our more than 25 years of combined experience and commitment to providing independent and conflict-free advice. As a fee-only wealth management firm, we do not accept commissions, which allows us to remain objective when dispensing advice and guidance.

Always utilizing our five-step process – (1) consultation, (2) discovery, (3) strategy, (4) implementation, and (5) review - we can identify your retirement and investment objectives, develop a financial plan tailored to your situation, and implement and manage an investment portfolio specific to your financial goals. Please continue to learn more about our services solutions.

Retirement Planning

Whether you have already retired, are thinking about retiring soon, or are planning into the future for retirement, we can help you plan for this life transition through effective retirement planning. Depending on what stage you are in life, we can evaluate your cash flow and create a forced savings plan to invest and save your excess monies for retirement. We will personally manage your portfolio to ensure that your financial wishes are continuously being satisfied. If they are not, we will make the adjustments necessary to get you back on track.

Investment Management

Investment management is the ongoing management of your investment portfolio, including the development and implementation of a disciplined, risk-adjusted investment strategy. Piermont Wealth Management never takes custodian of our clients' assets; but rather, a third party company (i.e. Charles Schwab Institutional, TD Ameritrade Institutional) serves as the custodian of the portfolio assets and Piermont Wealth Management typically has the discretion to make trades on behalf and in the best interests of its clients.

Financial Planning

When you retain our firm, you usually work through a financial planning process that allows us to identify very specific goals and objectives, and create a financial plan tailored to your situation. From here, our investment management team builds a well-diversified portfolio in light of your risk tolerance. It is important that a client's risk tolerance is addressed so as to build an appropriate portfolio asset allocation.

Ready to begin? Contact our New York financial planners today!

When it comes to planning your financial future, you need to turn to a wealth management firm who has the resources and skills to help you prepare for whatever may lie ahead. Our firm is led by an attorney turned Certified Financial Planner™ (CFP®), whose experience and rare professional qualifications can be beneficial to your financial planning needs. Our clients are our top priority and we are truly interested in safeguarding their financial futures. We strive to establish long-term professional relationships with our clients, which starts during a free consultation.

For the skilled and trustworthy guidance you need from a true fiduciary advisor, please contact us as soon as possible.

We serve clients in Nassau County, Suffolk County, Long Island, and New York City with offices in Manhattan and Melville.