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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

Perrotto Private Wealth was established to provide independent advice and investment management services to a wide range of institutional clients including foundations, endowments and pension plans. Every investment plan is established to fulfill a unique liability or need of an organization’s mission. We combine market wisdom, technological savvy, personalized planning and structured advice to help clients achieve their specific goals. We operate completely independent of any relationships with brokers, dealers, investment managers or banks. This independence allows us to offer unbiased views in our aim to do what’s best for each individual client and fund.


Our primary focus is to offer the highest quality service possible to clients by focusing on what we can control. We believe that successful long-term investing involves the use of a straightforward, uncomplicated approach. We believe long-term performance is important, but we also recognize the need to manage risk within the context of meeting an organization’s goals, objectives and future spending needs. Thus we create portfolios that are easy to understand, operationally efficient, low-cost, transparent and liquid.

 

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