Read More patrick Mcevoy partner Patrick Mcevoys experience lies in financial planning and wealth management with a focus on estate planning strategies, risk management, advanced life insurance strategies and retirement planning. Pat began his career in 2009 as a financial Consultant with axa and has been successfully building his practice within the industry since graduating from college. He has won several awards for production, and has been nationally ranked in the top ten on two separate occasions, being inducted into the Sterling Group and Elite Producer Group. He is a qualifying member of the million Dollar round Table based on his production and has been since his first year in the business. Pat received the retirement Planning Specialist title, awarded by axa advisors based upon the receipt of a certificate in Retirement Planning, Wharton. . As well as an Executive degree focused on Asset Allocation and wealth Management Strategies at Harvard University.
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he helps clients with their financial planning and portfolio management needs. Read More peter Soriento partner Peter began his career in finance nearly 30 years ago on the foreign exchange trading desk at dean Witter reynolds. He eventually transitioned into a portfolio management role at the dean Witters Asset management arm, Intercapital. There he worked with a team managing the global bond funds (Global Short Term Bond Fund and The worldwide Income fund). In 1995 Peter joined Morgan Stanleys equity asset management team. He was responsible for managing Morgan Stanley blended sma strategy. In addition to garden his role as a portfolio manager he sat on the financial review board for The morgan Stanley trust Company. In 2003 Peter joined axa advisor as a financial Consultant. He works isha diligently and brings to bear his diverse years of experience in asset allocation modeling when developing plans for his clients needs. Partner Pats focus lies in structuring and managing insurance portfolios to help meet his clients protection, financial, and retirement needs.
Joseph is a graduate of Syracuse University with a degree in Engineering, and has a masters of Science degree with a focus in Engineering from Arizona State University. . Joseph lives with his wife courtney and two children Alexander and Stella in manhattan. Partner Dan is the life teams in-house certified Financial Planner Professional. He helps clients build a holistic wealth plans that consider all facets of their financial picture. Read More daniel Riso partner Daniel has taken his education in the arena of finance and transformed it into a comprehensive study of every facet of the field. Daniel is a graduate of Hobart and Williams Smith Colleges with a degree in Economics and is a certified financial planner professional, which is recognized as the highest standard of education in the industry. He also maintains finra series 7, 63, 65, life, and health Insurance licenses. Daniel has received a certificate in Retirement Planning from The Wharton School of Business. Partner Peter brings over 25 years of experience in investment management to the periscope team. .
Estate document review Estate tax Planning Life Insurance audit, Placement management Premium Financing Partner joe is an engineer by training and holds his certified fund specialist degree, cfs. Using this unique skill set, he helps clients solve their wealth management needs. Read More joseph dimauro partner Joseph started his career with axa. Since then, he has been nationally ranked several times as one of the industrys top advisors. Joseph has achieved membership in Million Dollar round Tables court of the table which is a career milestone attainedonly by those who have demonstrated exceptional professional knowledge client service and ethical conduct. Joseph has dedicated his time to working closely with clients as the social, technological and macro-economic environments continue to evolve. Joseph focuses on Asset Management, family planning, retirement Planning, and implementing technological innovations into the planning process.
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There are many potential objectives, both financial and non-financial, to consider in the estate planning process. Because these are likely to evolve over time, it makes sense to review your estate plan periodically. The team at Periscope wealth Management can help you, in working with your professional tax and legal advisors, understand what type of estate planning is right for you. Estate document review Estate tax Planning Life Insurance audit, Placement management Premium Financing Financial Planning Financial success starts with having a well thought out financial plan. The most common components of a basic financial plan are: goal planning Risk management Cash Flow Assessment Retirement planning Investment planning Tax strategies Estate planning strategies Education planning Reporting and Aggregation Services Asset Management Periscope wealth Management can help create, implement, and monitor a disciplined.
We offer the following services: Portfolio review, management, monitoring Asset Allocation Assessment Fund Placement and Selection Alternative investments Tax-efficient Strategies Portfolio modeling Retirement Planning Whether you are just life starting to save for retirement, preparing for retirement, or already amid retirement we can help. Our professionals can help with a wide range of challenges associated with retirement planning including: Retirement needs Analysis Social Security Optimization Pension Distribution Optimization Annuity Education Distribution and Tax Planning Retirement Account Consolidation and Management Regression Analysis, monte carlo, and Stress Testing *Title awarded. Insurance Planning we recognize that insurance planning is an important, and often overlooked, element of any integrated financial plan. . If you already have insurance contracts in place or just looking for more information dont hesitate to reach out and leverage our professionals for the following: Insurance policy review and Competitive analysis Insurance needs Analysis and Carrier Comparisons Underwriting and Structuring Considerations Placement and Policy. We encourage business owners to lean on our team for advice and support for the following matters: Employee benefits Design and Administration Executive compensation Design and Administration Retirement Plan Design and Administration buy sell and key man planning Estate and Legacy Planning Thoughtful estate and.
Our Retirement Planning Specialists* can help make sure you are on track, are saving in an efficient manner, and that you get the most of your retirement assets. Its never too early or late to start formulating or adjusting your retirement plan. Our professionals can help with a wide range of challenges associated with retirement planning including: Retirement needs Analysis, social Security Optimization. Pension Distribution Optimization, annuity Education, distribution and Tax Planning, retirement Account Consolidation and Management. Regression Analysis, monte carlo, and Stress Testing *Title awarded by axa advisors, based upon receipt of a certificate in Retirement Planning, Wharton. We recognize that insurance planning is an important, and often overlooked, element of any integrated financial plan. .
Financial advisors may neglect this complex, but extremely important component of financial planning. Insurance can help protect you and your loved ones against financial burdens, help you create-tax advantages, and create a self-completing plan. If you already have insurance contracts in place or just looking for more information dont hesitate to reach out and leverage our professionals for the following: Insurance policy review and Competitive analysis. Insurance needs Analysis and Carrier Comparisons. Underwriting and Structuring Considerations, placement and Policy management, life, disability Income, and Long-Term Care Insurance. Annuity contract review and Placement, small business owners are constantly juggling many aspects of their businesses on the cutting edge and growing. Periscopes team can help provide consultation and help you outsource services that are outside the core scope of your business. Our professionals will work to deeply understand your business and help provide various services to properly align your benefit, executive comp, and other various financial considerations to your firms vision. We encourage business owners to lean on our team for advice and support for the following matters: Employee benefits Design and Administration, executive compensation Design and Administration Retirement Plan Design and Administration buy sell and key man planning Thoughtful estate and gift planning strategies help.
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Education planning, reporting and Aggregation Services, periscope wealth Management can help create, implement, and monitor a disciplined investment strategy that will help you progress steadily towards your financial and life goals. The firms priorities are our clients and their goals, as we have no allegiance to any money managers, mutual funds, or financial products. Our independent investment platform allows us to be completely objective, flexible, and transparent about all aspects of your portfolio. The core of our investment philosophy focuses on embracing market pricing, practicing smart diversification, and ensuring that the aggregate portfolio matches your integrated wealth plan. We offer the following services: Portfolio review, management, monitoring. Asset Allocation Assessment, fund Placement and Selection, alternative investments. Tax-efficient Strategies, portfolio modeling, whether you are just starting to save for retirement, preparing for retirement, or already amid retirement we can help.
This way, you always know what is happening with your money. Our wealth management portal, view, has an easy-to-use dashboard that gives you a view of everything you own and owe. Look at your investments, net worth, spending, budgets, all writer accounts, and protections. Financial success starts with having a well thought out financial plan. Our professionals can help you envision your financial goals, draft a plan to assist in reaching those goals, and help you execute your plan. A financial plan can help you gain confidence that your heading in the right direction, help prevent costly investment missteps, save time by not having to constantly revisit your financial matters, and provide confidence that youre making informed financial decisions. Everyones financial plan is different and can cover many specific topics. The most common components of a basic financial plan are: goal planning, risk management, cash Flow Assessment. Retirement planning, investment planning, tax strategies, estate planning strategies.
my expertise, i can make a significant contribution to your financial needs. Specialties: Business Exit/Transition Planning, estate Planning, family business Advising, financial Planning. Insurance, retirement Planning, social Security Planning, tax Reduction Strategies. Wealth Management, add your Free listing, business Categories: Professional Services, financial estate Planning 0 reviews. Skip to content, we are a fully integrated wealth management company that helps develop and implement financial strategies for individuals, families, institutions and closely held businesses. Our client-centric culture stems from the integrity of our professionals who are committed to providing exceptional service and results. By developing long-term, collaborative relationships we can offer a personalized approach to help each client with their unique financial needs. When you open an investment account with Periscope wealth Management, we make it easy for you to view your investment accounts online.
I am very proud to be a part of the pinnacle wealth Management family of financial professionals. I specialize in personal finance, retirement planning, business exit/transition planning and estate planning. One of my specific areas of focus is developing strategies to maximize social Security benefits as an essential part of a successful retirement plan. I have experience owning and operating a family agricultural business for twelve years as well as direct sales and marketing with small business owners. Throughout my career I have focused on providing problem solving strategies, financial vision and implementation of innovative ideas. I have a passion to fully understand each person or family's specific situation and diligently search for the best potential options to move towards their financial and life goals. I have firsthand knowledge of the unique needs of people trying to strike a balance between working toward financial success and maintaining strong family relationships. My highest professional priority is to help people recognize and solidify their goals, identify potential solutions and formulate a written or digital implementation plan. I strive to maximize each person or family's investment essay opportunities, while reducing their financial concerns and risk exposure.
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