Long Island Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Long Island Wealth Management provides fee-based investment advisory and financial planning services primarily to individuals, families, trusts, estates and charitable organizations. The firm manages discretionary portfolios and financial plans and, as of the most recent filing, oversees roughly $292 million in client assets across about 125 client relationships while operating as a solo practitioner.
Portfolios are managed on a customized, discretionary basis with an asset-allocation framework that emphasizes the timing of future cash flows and combines strategic and tactical adjustments. The advisor implements investments across mutual funds, ETFs, individual securities and fixed-income instruments, and supplements portfolio work with retirement counseling and both one‑time project planning and an ongoing advisory/coach option.
What is distinctive about the firm is the concentration of a relatively large asset base in a single-advisor practice, which centralizes portfolio decision-making and client oversight. The firm also highlights practices that may be less common among peers of its size, including the use of cash positions as tactical hedges, explicit tax‑loss harvesting strategies, and clearly packaged project and annual‑retainer planning options.
Client services
Expertise
Fee options
Portfolio Makeover $500 project fee; Retirement Roadmap $2,000 project fee; Annual Retainer for Financial Advice & Coaching $3,500 project fee
Under $1 Million - $1 Million: 0.65% to 1.00% annually $1 Million+: 0.25% to 0.75% annually
Main office
Raleigh NC
Advisors at this office
1
Most active in
Arizona · California · Florida · New Jersey · New York · North Carolina · Texas
Also doing business as
Long Island Wealth Management, Inc. · Triangle Retirement Solutions
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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