The Fiduciary Standard - LIWM representatives operate under the fiduciary standard where the goals of the client & the goals of the advisor are one in the same. Recommending the most suitable investment solutions without compromise is who we are and what we believe in.
We believe in the comprehensive financial planning process, not just the portfolio management. Creating a well thought out retirement income plan dictates how your investments should be allocated, not the other way around.
We believe we provide value by offering perspective and direction, confidence through or relationships, and opportunity though our creativity and knowledge.
155 Pinelawn Road
Melville, NY 11747
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