South Melville, NY Office

Trustmont Advisory Group, Inc. advises a broad client mix that includes individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities. The brochure describes services including written financial plans, hourly investment advice, discretionary portfolio management, group seminars, and access to brokerage and insurance products through advisers who are also registered representatives.

The firm describes a long‑term investment outlook and says it draws on a wide range of public research sources—financial newspapers and magazines, economists’ reports, rating services, company filings, vendor materials and industry meetings—rather than a single proprietary strategy. The brochure notes that all managed accounts are discretionary, that Trustmont managed approximately $1.3 billion as of December 31, 2025, and that advisers may recommend third‑party allocation or wrap programs or use technical analysis depending on client needs.

Trustmont’s arrangements and adviser affiliations distinguish its business model from many peers: many advisers are also registered representatives of an affiliated broker/dealer, some act as solicitors for outside money managers, and advisers commonly hold other professional credentials or operate other financial businesses. Those disclosures, together with the firm’s stated ability to serve corporations and other business entities and to recommend outside managers and specialists, indicate a capacity to work with institutional or intermediary clients (for example, other advisers or financial firms) that is less common among similar enterprise firms.