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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

The Sustainability of your organization is an important part of a thriving society.

 

         With millions of people around the world benefiting from various non-profit organizations, the challenging operational and financial needs of these organizations are as demanding as ever and are frequently changing. Meeting the objectives of such organizations is often times a daunting task to take on. We Strive to ease this burden on organizations so that they can do what they do best: help those who need it most. We are committed to understanding the goals of your organization and working with you as a trusted partner to ensure you pursue your financial objectives to secure the future of your organization. 

 

Our process is incredibly detailed and beings with a strategic evaluation. We work with your organization to understand your objections and establish financial goals. From there we design an investment policy statement that complements the financial goal of the organization. From there we manage the assets adhering to the investment policy statement. 

 

We give real-time monitoring of the assets, and also work with you if you want anything such as check writing, debit card, or a non-purpose loan against the assets. We are proactive with communication, and keep the board and committee informed of market changes that may impact the portfolio.

 

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Non-Profit Wealth Management