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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

David J. Perrotto
Founder & Financial Advisor
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Profile

David Perrotto

David J. Perrotto founded Perrotto Private Wealth in 2011, in New York City, with the goal of being a firm that control’s its own destiny, one that remains independent from any bank, brokerage firm, or insurance company. With over a decade in the financial industry and with his own private practice, Dave has extensive experience with financially successful families, nonprofits, and small business owners, as well as their dependents in all areas of finance.

 

Client’s work with him for his unique skill set of being straightforward, endearing, and experienced on the complexities his clients encounter as they try to reach their financial goals while being a fiduciary and their personal CFO. Once he takes a client on, he becomes a friend, mentor, and partner. As his client’s goals and situations change, Dave will be there every step of the way, giving comprehensive, integrated financial advice that is proactive, impartial, objective, and continuously applied. His vision is to prepare clients for retirement, build their financial foundation, and help them think long-term; How to continue to build wealth with interest and dividend-paying vehicles that generate income, capitalize on all areas of protection, such as Life/Disability insurance, while stretching their dollars as far as they can, by using tax bracket management, and passing their assets to their heir’s/estate/charity, as efficiently as possible. What is most important to Perrotto Wealth is making sure client's feel they have a safe and secure future. 

 

David is an avid attendee of concerts, theatre, and financial symposiums. He also enjoys traveling the world, experiencing different cultures, photography, and loves anything animal welfare related. David is supported by his beautiful spouse Christina and his beloved Pomeranian– Bailey – who on occasion, has been seen at more than a few client meetings.