A complete list of active advisors currently associated with Long Island Wealth Management, Inc.

Warmer can help you find a great advisor at Long Island Wealth Management, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Long Island Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.