February - 2017

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Financial Advisor, Fee only, fiduciary, New York

Perrotto Private Wealth Insights

Approaching a Liquidity Event? What should you ask your Financial Advisor?

Approaching a Liquidity Event? What should you ask your Financial Advisor?

Approaching a Liquidity Event? What should you ask your Financial Advisor?

Liquidity events, such as a successful IPO, the sale of your company, are often large milestones for founders and entrepreneurs. The busines

David J. Perrotto

Feb 27, 20173 min read

Featured Posts

Repairing Your Credit Score

Repairing Your Credit Score

Repairing Your Credit Score

How I saved over 700 a year on car insurance.

How I saved over 700 a year on car insurance.

How I saved over 700 a year on car insurance.

The Ultimate Financial Cheat Sheet at 30

The Ultimate Financial Cheat Sheet at 30

The Ultimate Financial Cheat Sheet at 30

The Ultimate Financial Cheat Sheet for college grads

The Ultimate Financial Cheat Sheet for college grads

The Ultimate Financial Cheat Sheet for college grads

Recent Posts

Staying the course

Staying the course

Staying the course

In this tumultuous and uncharted time these past two years, Perrotto Private Wealth knows it is important to have a long-term perspective

David J. Perrotto

Mar 16, 20224 min read

An Innovative Way To Pay For Your Child's Retirement

An Innovative Way To Pay For Your Child's Retirement

An Innovative Way To Pay For Your Child's Retirement

An innovative way to pay for your child's retirement For many, COVID-19 has flipped their lives upside down. To say it's been a wake-up...

David J. Perrotto

Sep 30, 20215 min read

What mistakes should you avoid in 2021 for a better financial life?

The primary thing that you need to look at in 2021 is that you need to cut down expenses and save as much as you can.

David J. Perrotto

Feb 19, 20214 min read

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