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WHO WE ARE

WHAT WE DO

HOW TO REACH US

PERROTTO PRIVATE WEALTH
149-21 84TH STREET
HOWARD BEACH, NY 11414
718-551-7131 (D)
Dave@Perrottowealth.com

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Investment Advisory Services are offered through Bright Futures Wealth Management and/or Cetera Advisors LLC registered investment advisers.  Securities are offered and sold through Cetera Advisors LLC, - A registered broker dealer. Member FINRA, SIPC. Bright Futures Wealth Management and Cetera Advisors LLC are not associated entities. Cetera is under separate ownership from any other company. Bright Futures Wealth Management is under separate ownership from any other company. Perrotto Private Wealth is under separate ownership.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.CeteraAdvisors.com

 

Copyright © 2018 Perrotto Private Wealth Management. All rights reserved

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A PERSONAL APPROACH TO PRIVATE WEALTH MANAGMENT

Workplace Benefits

Financial Planning

Why Work With Perrotto Private Wealth

 

As your wealth grows, navigating the intricacies around maintaining, protecting and transferring it to future generations becomes increasingly complicated. At Perrotto Wealth, we act as your personal CFO, helping individuals and families manage their private wealth in a tax-efficient manner. Our hands-on, results-driven approach is aligned with your unique needs to guide you through the dynamic financial landscape and help your private wealth grow. We go beyond the numbers to make sure you feel confident in your decisions. We help improve your career or business with creative financial strategies.

Retirement Planning

Life Insurance

How is Perrotto Private Wealth Different

 

At Perrotto Wealth, we pride ourselves on being more than just seasoned private wealth advisors. We believe in continuous development, so we regularly re-examine our methods and services to empower the best outcomes available. Transparency and responsibility are at the core of our approach and as professional fiduciaries, we stay true to our duty to provide objective advice. We recognize success requires pushing boundaries and we seek out genuine investment strategies, apply established practices and provide creative, personalized solutions to help you maintain and grow your private wealth.

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Your Financial Advisor

David J. Perrotto

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Founder | Financial Advisor

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