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Philip Capell

Piermont Wealth Management Inc.

48 South Service Road
Suite 102

Melville, NY 11747


Retirement & Investment Solutions - Commission free

About Piermont Wealth Management Inc.

PIERMONT prides itself on helping investors plan for RETIREMENT; or if already retired, then on maximizing their RETIREMENT income and investment returns. Our team of experienced financial professionals focuses on providing RETIREMENT SOLUTIONS to Pre-retirees and Retirees. As an independent, non-commissioned/fee-only firm, we offer a FREE CONSULTATION so that we can understand your needs & objectives. Once we establish your financial plan, our investment team is able to manage your portfolio. We use an asset allocation investment strategy so as to maximize returns in light of your risk tolerance. We are confident we can help you achieve your financial goals and look forward to hearing from you.

General Information

Firm Start Year


No.of Employees




Firm CRD#


Name of Custodial Firm

Charles Schwab / TD Ameritrade

Years of Experience in Financial Services


Number of Years with Current Firm


Work Experience

After practicing as a Tax Attorney (partner) for several years, I started Piermont in 2000 as a Fee-only (non-commissioned based) Wealth Management firms in New York.

Advisory Services Provided

Money Management, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management, 401K Rollovers, Retirement Planning, Estate Planning & Trusts, Financial Advice & Consulting, Portfolio Management


Investment Types

Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Stocks

Can meet clients in the following ways

Via Email, Our Office, Via Phone, Your Office, Your Home


Registered Investment Advisor


Registered Representative


Investment Advisor Representative


Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, JD, MS in Tax

Financial Organization Memberships

Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)

Non-Financial Organization Memberships

Nassau Bar Association

Firm Information

Firm's Number of Clients


Firm's Number of Planning Clients


Firm's Number of Managed Clients


Assets Managed by Firm


Advisor's Number of Clients


Advisor's Number of Managed Clients


Advisor's Number of Planning Clients


Assets Managed by Advisor


Compensation and Fees

Fee Structure


Minimum Portfolio Size for New Managed Accounts


Fee % Based on Assets


Additional Details on Charges

Piermont typically does not charge additional fees for financial planning services. Such services are part of wealth management and are needed to properly serve our clients. Our annual average fee is approx. .85% of the value of the assets we manage for our clients.

Minimum Fee Charged for Managed Accounts



BS degree -

Cornell University


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