About | Premier Wealth Planning

At Premier Wealth and Tax Planning, we’ve spent decades helping individuals and families align their finances with their goals—through life changes, market shifts, and everything in between. What makes us different? We bring together tax preparation, financial planning, and investment management under one roof, so every decision is part of a bigger plan.

We don’t sell products or chase trends. We build relationships. And we help our clients make better decisions by focusing on what really matters: keeping taxes low, plans realistic, and strategies personal.

We’re proud to be based in Great Neck, NY—and even prouder to serve clients throughout the Metro New York area and virtually across the U.S.

Tax-Forward Financial Planning
Your financial advisor and tax professional work as one team—helping you avoid common mistakes, reduce tax burdens, and build smarter strategies year-round.

Long-Term Relationships
Many of our clients have been with us for 20+ years—and now refer their children and grandchildren. We don’t take that trust lightly.

Independent, Objective Advice
We’re not owned by a brokerage or bank. That means we’re free to focus entirely on what’s best for you—with no product sales or commissions involved.

Support for Every Stage of Life
From building wealth to protecting it, we serve clients in every chapter—young professionals, growing families, retirees, and business owners alike.