Speciality Services

In addition to families and small business owners, Perrotto Private Wealth offers a robust investment platform for several niche industries. 

Non Profits & Foundations

Divorce Planning & Support

Real Estate Agents 


Please note the scope of any financial planning, estate planning, tax planning and consulting services to be provided depends upon the terms of the engagement, and the specific request and needs of the client. Perrotto Private Wealth does not serve as an attorney or accountant. Perrotto Private Wealth does not prepare estate-planning documents.

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our social media channels.

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

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Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services

 

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