Investment Advisory

In Great Neck, Bayside, Flushing, Garden City, Port Washington, NY and Nationwide

Investing isn’t about picking stocks—it’s about building a strategy you can trust. At Premier Wealth Planning, we help clients across Long Island and throughout the U.S. design and manage investment portfolios that reflect their goals, time horizon, and risk tolerance—while minimizing unnecessary tax drag along the way.



As fiduciary advisors, our only priority is what’s best for you. No commissions. No sales quotas. Just smart, evidence-based investment advice tailored to your life.

Explore Financial Planning & Wealth Management

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Retirement Planning

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401(k) Management

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Estate Planning Coordination

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Investment Advisory

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Insurance & Risk Management

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Education Planning

Investments Are Just One Piece of the Puzzle

Your portfolio should never be managed in a vacuum. That’s why our investment advisory services are fully integrated with your tax strategy, retirement plan, insurance coverage, and estate goals. When your investments, income, and tax plan all work together, you’re better positioned to grow and preserve your wealth—without surprises or conflicting advice.

Who We Work With

We serve individuals and families at all stages of life—from young professionals building a foundation to retirees focused on steady income. Most of our clients are:


  • Households with investable assets
  • Professionals with 401(k)s or company stock
  • Retirees looking to draw income tax-efficiently
  • Business owners managing liquidity and long-term wealth
  • Individuals seeking ongoing, proactive advisory—not DIY help

What Our Investment Advisory Services Include

Personalized Portfolio Design
We develop a diversified, risk-adjusted portfolio based on your goals, cash flow needs, and overall financial plan.


Active Portfolio Monitoring
Markets change—but so do you. We regularly monitor and rebalance your portfolio, keeping it aligned with your evolving priorities.


Tax-Efficient Investment Strategy
From asset location (taxable vs. tax-deferred accounts) to tax-loss harvesting and capital gain planning, we design your portfolio with taxes in mind.


401(k) & Employer Plan Guidance
We help you make the most of your available retirement plans—even while they’re still with your employer—and coordinate them with your broader strategy.


Rollover & Consolidation Support
Need to combine old 401(k)s, IRAs, or taxable accounts? We make the process simple and tax-smart.


Ongoing Reviews & Planning
You won’t just hear from us when the market’s down. We hold regular check-ins, update your strategy as needed, and answer questions year-round.

Our Investment Philosophy

  • Long-Term Focus
    We don’t chase headlines. We believe in disciplined investing, low-cost vehicles, and staying the course.
  • Fiduciary Standards
    We are legally and ethically bound to act in your best interest. Always.
  • Evidence-Based Process
    We use academically grounded principles and robust financial planning—not fads or predictions—to guide your investments.

Why Clients Choose Premier

Integrated Tax & Financial Advice
  Most firms manage your portfolio and send you to a separate CPA. At Premier, those conversations happen together—so nothing falls through the cracks.

Customized, Not Cookie-Cutter
No two portfolios we manage are the same. Your investments reflect your situation, not a one-size-fits-all model.

Local Support + Virtual Flexibility
We work with clients throughout Nassau County—Great Neck, Bayside, Port Washington—and across the country. In-person or online, we’re here when you need us.

Frequently Asked Questions

  • Do you offer one-time investment advice or ongoing management?

    Both. Most of our clients prefer an ongoing relationship, but we also offer one-time strategy reviews when appropriate.

  • What is the minimum investment to work with you?

    We typically work with households with $250,000+ in investable assets, but we're happy to have a conversation to see if we’re the right fit.

  • Can you manage my 401(k) that’s still at my employer?

    Yes. While we can’t directly manage the plan, we provide allocation advice and integrate your 401(k) into your overall investment strategy.

  • What types of investments do you use?

    We use a mix of low-cost ETFs, mutual funds, and individual securities as needed—always based on what’s best for your situation.

Invest With Purpose. Grow With Confidence.

Whether you’re just starting out or preparing for retirement, your investments deserve a plan—not a patchwork. Let’s build a strategy that aligns with your goals, your timeline, and your future.