Inflation and longevity - these are two of the biggest threats to your retirement plan. Under-performing investments can trail behind the inflation rate and a long healthy retirement can cause you to outlive your savings. As your New York and Florida investment management advisory team, we can help you keep up with your retirement income needs. As we help you financially plan for retirement, we can help to make sure your investment portfolio is properly allocated to meet your goals. Contact us today to get started.
During the financial planning process, we can help you understand and identify the following:
We focus on personal financial planning and investment management. Our founder, Philip J. Capell is a Certified Financial Planner™ (CFP®) and estate & tax attorney. As a fee-only fiduciary advisory firm that doesn't operate based on commissions, you can be sure that we will always act in your best interest.
We Can Help You Safeguard Your Financial Future
Should you choose us to handle your investment management needs, you can be sure that we will meticulously analyze and review your financial needs and goals for optimum results. We will then evaluate all the possible variables that could affect your investment strategies, such as your risk tolerance, time horizon, tax implications, as well as your personal, business, and family circumstances. Finally, we adopt a long-term investment outlook with the core of our investment strategy being asset allocation.
Our ongoing client relationship can help confirm that your investment portfolio remains appropriate over time. We offer a customized relationship-centered approach that include factors such as political and economic events or changes in your own life situation that may require an investment response. Investment decisions should never remain stagnant. Regular meetings throughout the year provide an opportunity to assess performance and modify the portfolio when necessary. However, we are readily available to all our clients to discuss any concerns or issues that may arise. We sincerely believe that our services afford the greatest opportunity for long-term financial success.
Our offices are located in Melville, Long Island, Manhattan, New York City, and Boca Raton, Florida, we serve clients in the Nassau and Suffolk Counties, as well as Boca Raton, Boynton Beach, and Delray Beach. Find out more about our investment management services by contacting us at (888) 910-1666 today. We would be happy to explain your various options during a complimentary consultation.
*Please Note: Limitations. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Piermont Wealth Management, Inc.) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.
How A Financial Planner Helps You Achieve Financial Investment Goals
Financial planners play crucial roles in helping individuals allocate their investment portfolios to achieve their financial goals. By thoroughly understanding a client's financial objectives, risk tolerance, and time horizon, the planner can develop a tailored investment strategy. They analyze various investment options such as stocks, bonds, mutual funds, and real estate, considering factors such as potential returns, volatility, and diversification. With their expertise, they guide clients in making informed decisions about asset allocation, weighing the trade-offs between risk and potential rewards.
Our Piermont Wealth Management financial planners continuously monitor portfolios, making adjustments as needed to align with changing market conditions and evolving goals. Through regular communication and periodic reviews, we can provide ongoing guidance and support, ensuring the investment portfolio remains aligned with the client's financial aspirations. Ultimately, the collaborative efforts between the client and the financial planner can help optimize the portfolio's performance and increase the likelihood of achieving long-term financial success.
Visit one of our offices for assistance in the following areas:
- Boca Raton Investment Management
- New York City Investment Management
- Melville Investment Management
- An Investment team with a total of more than 20 years of experience.
- Unique guidance from an estate planning attorney turned Certified Financial Planner®.
- Comprehensive financial planning services for any investment portfolio.
- Independent fiduciary advice regulated by the federal government.