About Piermont Wealth Management Inc.
PIERMONT prides itself on helping investors plan for RETIREMENT; or if already retired, then on maximizing their RETIREMENT income and investment returns. Our team of experienced financial professionals focuses on providing RETIREMENT SOLUTIONS to Pre-retirees and Retirees. As an independent, non-commissioned/fee-only firm, we offer a FREE CONSULTATION so that we can understand your needs & objectives. Once we establish your financial plan, our investment team is able to manage your portfolio. We use an asset allocation investment strategy so as to maximize returns in light of your risk tolerance. We are confident we can help you achieve your financial goals and look forward to hearing from you.
See Disclosures
General Information
Firm Start Year
2000
No. of Employees
5-9
Compliance
Qualifications & Membership
Firm Information
Compensation and Fees
Education
BS degree -
Cornell University
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
At certain places on this Piermont Wealth Management Inc. Internet site, live 'links' to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Piermont Wealth Management Inc. Piermont Wealth Management Inc. does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Piermont Wealth Management Inc.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1859452/rothira-Piermont-Wealth-Management-Inc.-detailed-disclosure.html
Disclaimer
see www.piermontwealth.com