Piermont Wealth Management

Since 2000, Piermont Wealth Management has been assisting individuals and families in Nassau County, Suffolk County, New York City, and throughout the country with their retirement planning, investment management, or financial planning needs. Our team of financial professionals has more than 25 years of experience in handling financial planning mat... ters for individuals who are soon to be retired, have already retired, or are simply being proactive about their retirement. As an independent, SEC-registered financial advisor firm, we pride ourselves in offering all our clients objective and conflict-free advice. This is made possible by adhering to a fee-only philosophy. Unlike some other financial planning companies, we do not operate based on commissions. When you come to us for financial planning help, you will be working with a true fiduciary advisor who will always have your best interests at heart. To create and implement a financial plan that best suits your particular needs, we have developed a unique five-step process, which includes: Consultation: We identify your priorities, concerns and goals, introduce you to our wealth management team, and review the financial planning process. Discovery: We review your completed in-depth questionnaire, review your retirement, financial, tax, and estate planning documents, and analyze your current investment portfolio, risk tolerance and insurance policies. Strategy: We present our planning analysis, illustrations, and suggestions, recommend our investment strategy, and discuss our plan to meet your financial goals. Implementation: We create an implementation schedule, process the transactions to enforce your plan, and coordinate with your other professional advisors. Review: We meet periodically to discuss any adjustments to your plan, confirm that your goals are being satisfied, and review your cash flow needs, tax situation, and portfolio performance.Read More