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Whether you need assistance with retirement planning, personal financial planning, or investment management, Piermont Wealth Management can provide the professional and strategic advice you need. Our firm's founder is a Certified Financial Planner™ (CFP®), which is one of the most rigorous and highly regarded certifications for financial planners. We go the extra mile when upholding our fiduciary responsibility and are committed to providing fee-only service. Our New York financial advisory team will never receive a sales commission nor sell you a financial product.

A highlight of our comprehensive service is the in-house process we utilize to address your current financial needs and effectively plan for the future. Let us introduce you to our five steps to financial success!

From our offices in Melville, Long Island, Midtown Manhattan, and Boca Raton, Florida, we serve clients throughout the Nassau County, Suffolk County, New York City metro areas, Boca Raton, Boynton Beach, Delray Beach, and beyond. Complete our questionnaire today to request a free consultation and get the benefit of working with a CFP® practitioner. We look forward to creating your customized personal financial plan!

In an effort to better assist you with your investment and financial planning needs, Piermont Wealth Management has prepared a few questions for you. Kindly note, all responses will be held in the strictest confidence.

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  • What is truly affecting/concerning/worrying you about your financial future?
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  • Do you feel that addressing your financial situation now is something you’d LIKE TO DO or NEED TO DO and why?
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  • In an effort to determine whether we can help you as a client, please let us know the size of your investment portfolio? (Optional) (Do not include any real estate interest and/or business interest.)
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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.