Piermont Wealth Management helps its clients achieve their financial goals and objectives by providing comprehensive, independent and objective wealth management services. Our services include all aspects of financial planning (ie. cash flow management, retirement planning, estate planning, and tax planning) as well as portfolio management. We are an SEC Registered Investment Advisory firm and operate a fee-only, non-commissioned based practice. Our employees hold the following designations: CFP, JD, MS in taxation. We employ an asset allocation investment philosophy that is customized to each client’s personal and financial situation (ie. age, risk tolerance, tax bracket, liquidity and income needs, etc.). Our long standing philosophy of ethical, conflict free service and placing our clients needs first has allowed us to develop strong trust relationships with our clients. We pride ourselves on our ability to financially educate you on what you have, what you need and on how to satisfy your financial objectives and goals.
