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 discretionary investment management and financial planning primarily to individuals, high‑net‑worth clients, trusts, estates and charitable organizations, and also delivers retirement‑plan rollover guidance and participant education. The firm manages client portfolios and offers stand‑alone financial planning and project‑based planning engagements. Portfolios are custom managed on a discretionary basis using an asset allocation framework that emphasizes the timing of clients’ future cash flows and employs both strategic and tactical solutions; the advisor may use cash positions as a defensive hedge. Implementation includes mutual funds, ETFs, individual equities and fixed‑income securities, with regular monitoring and rebalancing tied to client objectives and market conditions. Noteworthy for a firm with a single listed advisor, Long Island Wealth Management oversees roughly $292 million in discretionary assets, producing an unusually high AUM‑per‑advisor ratio among comparable supported firms. The firm’s service mix is broader than typical for its size, with defined project fees for portfolio makeover and retirement planning, coordination with third‑party managed account platforms, and access to alternative and crypto‑related investment vehicles.

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.