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Charles Schwab & Co., Inc. ("Schwab") is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear(s) on this Web site. "Piermont Wealth Management" is independently owned and operated. Schwab neither endorses nor recommends any particular advisor or investment strategy. "Piermont Wealth Management" provides investment advisory services for your account. Schwab has agreements with "Piermont Wealth Management" under which Schwab provides "Piermont Wealth Management" with services related to your account. Schwab does not review the "Piermont Wealth Management" Web site, and makes no representation regarding the content of the Web site. The information contained in the "Piermont Wealth Management" Web site should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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What You Can Expect

When You Work With Piermont Wealth Management
  • A team of financial professionals with more than 25 years of experience.

  • Unique counsel and guidance from an attorney turned Certified Financial Planner®.

  • Comprehensive financial planning services for any investment portfolio.

  • Independent advice that adheres to all state laws and federal regulations.