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Long Island Wealth Management, Inc.

EST. AUM
$291,674,579

CONTACTS

CLIENT ACCOUNTS
487

Firm Details

Metro area New York City
CRD Number 173363
Website liwealth.com
Client types

Overview

Long Island Wealth Management is an SEC-registered investment advisory firm headquartered in Melville, New York, providing personalized investment management and financial planning services to high-net-worth individuals. The firm specializes in retirement planning and wealth management, employing a conservative, long-term approach to investing combined with comprehensive financial planning to help clients achieve their financial goals. The firm's mission is to provide superior service through a dedicated team of advisors who commit to fully understanding each client's total financial picture.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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