Piermont Wealth Management Inc.

Piermont Wealth Management is a fee-only retirement and investment solutions firm.  We provide retirement planning services for pre-retirees and help retirees maximize retirement income and investment returns. 

Our offices in Melville and Manhattan, New York, but we serve clients throughout the world. Our comprehensive advisory services (retirement, investment management, estate planning, etc.) educate you on what you have, what you need, and how to achieve your financial goals.

Piermont identifies your retirement needs and goals through a disciplined analysis of your specific situation. We will help you evaluate your risk tolerance, time horizon, your personal, business and family circumstances, tax implications, and other variables (such as stock preferences) in order to develop a plan and an appropriate investment strategy.

We adopt a long-term investment outlook with the core of our strategy being asset allocation. We believe that asset allocation is the single most important determinant of investment success. By carefully balancing your portfolio among a range of asset classes, each with different performance characteristics, we help you achieve your individual objectives in light of your risk tolerance. 

Our client centered approach reflects the qualities important to us. Because we believe in long term relationships, we will have ongoing contact to ensure that your investments remain appropriate as your circumstances change. Piermont’s investment management services are consistent with our emphasis on quality, safety and putting your interests first.                                      

 

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Advisors at this Office

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This Office

48 S Service Rd Ste 102 Melville, NY 11747-2335 Phone: (631) 454-1585 Fax: (516) 496-7803

Primary Office

48 S Service Rd Ste 102 Melville, NY 11747-2335 Phone: (631) 454-1585 Fax: (516) 496-7803

Other Offices

100 Park Ave Rm 1600 New York, NY 10017-5538 Phone: (212) 983-8525 Fax: (212) 983-8505