Philip Capell
CFP®, JD, MS in Tax
Piermont Wealth Management Inc.
Financial Advisor / President
Philip Capell
CFP®, JD, MS in Tax
Piermont Wealth Management Inc.
Financial Advisor / President
If you are within 5 years of retirement or currently retired, my firm provides financial solutions to guide you to and through retirement. - Philip Capell, CFP®, JD, MS in Tax
Financial Advisor providing retirement and investment solutions with offices located in Melville, Long Island, Manhattan and Boca Raton.
Philip Capell is the President of Piermont Wealth, a fee-only wealth management firm with offices in Melville, Long Island, Manhattan and Boca Raton. Piermont Wealth provides comprehensive and objective financial planning, investment management and retirement planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Philip Capell is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Philip Capell has been educating and assisting individuals and families with retirement, financial, & estate planning for over 25 years. He focuses on each client’s financial needs, be it capital preservation or growth, income at retirement, and/or tax planning, and provides a comprehensive, personal plan to achieve his client’s objectives.
Mr. Capell builds a portfolio asset allocation suitable to each client’s goals and risk tolerance and then provides ongoing investment management services. Philip is married with two sons and a daughter and is a multi-marathon runner and an Ironman triathlon finisher.
Education:
College: Cornell University, Ithaca, New York, B.S.
Law School: Washington School of Law, American University, Washington D.C., J.D.
Graduate School: Pace University, New York, New York, M.S. in Taxation
Memberships, Organizations & Offices:
- National Association of Personal Financial Advisors-accepted Member of the Nation's premier Fee-only Financial Planning organiza
- Paladin Registry - 5 Star Rated Member.
- Long Island Financial Advisory Group - Co-founder and Member.
- Financial Planning Association - Member
- Nassau Academy of Law ("NAL"): Past Dean of the Nassau Academy of Law
- Nassau County Bar Association ("NCBA"): Member, Past Chairperson of the Attorneys/Accountants Committee and Past Chairperson of
- New York State Bar Association ("NYSBA') Member, Past Chairperson of the Financial Planning Committee of the Elder Law Section
Community, Articles & Pro Bono Activities:
- Monthly Guest speaker on Hofstra University's Bottom Line Benefit Talk show (WRHU 88.7 FM) & past guest on the Radio Talk show (WHPC, 90.3 FM) concerning various issues such as Retirement Planning & Retirement Income, Financial Planning, Charitable Planned Giving and Year-end Financial & Tax Planning.
- Lectured for the following financial and civic associations on various Retirement, Financial, Tax and Estate planning topics on numerous occasions, including but not limited to: Charles Schwab, Merrill Lynch, HSBC, MorganStanley (f/k/a Salomon SmithBarney), HSBC (f/k/a Republic National Bank), GreenPoint Bank, Mutual of New York Insurance, New York Life Insurance, MetLife Insurance, American Cancer Society, the New York State Society of CPAs, the New York State Bar Association, and the Nassau County Bar Association
- Printed in several publications, including Morningstar.com, Financial Planning Magazine, Long Island Business News, Nassau Lawyer, New York State Bar publication on various investment and financial planning topics.
Philip Capell is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Piermont Wealth Management Inc. is a Fee-only Financial Planning and Investment Management Firm with offices in Manhattan and Woodbury, New York. Our comprehensive Advisory Services educate you on what you have, what you need, and how to achieve your financial gols. Here's how
Are you too busy to study the financial markets? Are you too overwhelmed with investment options and complicated tax issues? Are you not getting the attention you deserve from your full commission broker? If so, we can help you.
At PIERMONT, we strongly believe that independent, fee-only (non-commission based) financial advisors provide you with the best solutions to your financial needs. It comes from our long standing philosophy of ethical, conflict free service and placing your needs first. With so many people calling themselves financial advisors these days, it is hard to know who you can trust. Whether an advisor is considered a financial consultant, financial planner or investment advisor, the title does not tell you about the advisor`s qualifications or method of compensation. Often, these advisors focus their recommendations around the products they can sell to you. We do not sell products, only our services.
At PIERMONT, we pride ourselves on our ability to financially educate you on what you have and what you need. You work through a process that includes many factors such as a review of your cash flow, current portfolio, and income tax situation. You receive various illustrations including statements that reflect your cash flow items, asset allocation, risk analysis, and more. You have access to our financial planning and investment management brochures, financial e-newsletter, free financial planning workshops, etc. This eye-opening experience allows you to take control of your assets, know where you are spending your money, and achieve your financial goals. Get financially educated!
At PIERMONT, we provide financial planning and investment management services. Financial planning can include goal setting, investment planning, tax advice, retirement planning, estate planning, and cash flow management. Investment management is the ongoing management of your investment portfolio including the development and implementation of a disciplined investment strategy. You can choose either of these types of services based upon your needs.
Finally, at PIERMONT, our firm's objectives are to develop lasting trust relationships. We work with you to develop, implement and monitor a customized, comprehensive financial plan. Your plan is created to satisfy your financial goals and obtain maximum after-tax returns in light of your risk tolerance.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Retirement Planning
- Investment Management
- Comprehensive Financial Planning
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Professionals
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Philip Capell is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Philip Capell is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Philip Capell is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Philip Capell
Office Locations:
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48 South Service Road
Suite 102
Melville, NY 11747 -
100 Park Avenue
Suite 1600
New York, NY 10017 -
2255 Glades Road
Suite 324A-49
Boca Raton, FL 33431
