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

  • Black Twitter Icon
  • Black Facebook Icon
  • Black LinkedIn Icon

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

Investment Construction & Managment

At Perrotto Wealth, our Investment Philosophy is built upon strategic Asset Allocation. Our unique approach to portfolio construction sets us apart in an industry populated with proprietary products and antiquated brokerage standards. We tailor investment portfolios through a core and satellite approach that provides our clients with inexpensive index exposure complemented by best-in-breed active management. How this is done, is by crafting our portfolios through Modern Portfolio Theory for sectors, then we use Dividend discount model for individual security selection. From there we keep fee's down by using ETF’s & rebalancing that considers trading costs and tax efficiency. And then finally, we use Morningstar analytics to create complete diversification. As asset allocators, we implement tactical portfolio shifts when inefficiencies in markets present appealing opportunities for our clients.  


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.

Investments in securities do not offer a fixed rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results.