Professional Wealth Associates

Financial planner in Melville, NY (show on map)

Professional Wealth Associates helps clients pursue personal and family financial goals through tailored planning and trusted advisory relationships.

Call (516) 997-6008

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About

Professional Wealth Associates, Inc. was founded in 2002 and is a full-service financial planning firm dedicated to helping clients achieve their financial goals through personalized planning, education, and trusted advisory relationships. The firm offers a comprehensive suite of financial services including retirement planning, investment management, estate planning, insurance, and tax strategies.

With a team averaging over 20 years of experience, Professional Wealth Associates prides itself on building long-term, trusting relationships with clients by providing tailored strategies that align with individual risk tolerances, time horizons, and objectives. The firm also emphasizes community involvement and strategic partnerships with specialized professionals to ensure clients receive holistic financial guidance.

Comprehensive financial planning

Personalized service with decades of experience

Community involvement and strategic partnerships

Focus on education and client empowerment

Services

Financial Planning

Tailored financial planning to help clients achieve personal and family financial goals.

Retirement planning Investment management Estate planning Insurance planning Tax strategies

Estate Planning

Guidance on wills, trusts, and other estate planning tools to preserve wealth for future generations.

Will preparation Trust establishment Probate avoidance strategies Charitable giving planning

Retirement Planning

Strategies to help clients achieve financial independence and prepare for retirement.

Retirement income analysis Social Security optimization 401(k) and IRA planning Pension and annuity strategies

Investment Management

Management of investment portfolios to achieve clients' financial objectives.

Asset allocation Portfolio rebalancing Risk management Performance reporting

Insurance Planning

Designing insurance solutions to protect clients' assets and income.

Life insurance Disability income insurance Long-term care insurance Risk management strategies

Tax Planning

Strategies to minimize tax liabilities and maximize after-tax returns.

Tax-efficient investment strategies Retirement account optimization Estate tax planning Business tax planning

Credentials & Certifications

CPFA

Since 2000s

CFA

Since 2000s

Frequently Asked Questions

What is the mission of Professional Wealth Associates? +

Professional Wealth Associates’ mission is to demystify financial planning and help clients chart a course for life’s milestones with caring, understanding, and integrity, focusing on education, training, integrity, and outstanding client service.

How does Professional Wealth Associates help clients with retirement planning? +

The firm provides retirement planning services that include goal setting, asset allocation, tax efficiency, and ongoing monitoring to help clients achieve financial independence and prepare for retirement.

What types of insurance planning does Professional Wealth Associates offer? +

The firm offers life insurance, disability income insurance, long-term care insurance, and risk management strategies tailored to protect clients’ assets and income.

How does Professional Wealth Associates support charitable giving? +

Professional Wealth Associates partners with life insurance providers to match a portion of clients’ death benefits to charitable organizations of their choice, ensuring a lasting legacy.

What community causes does Professional Wealth Associates support? +

The firm supports various causes including Soundview Pregnancy Services, St. Jude Children's Hospital, Northern Frontier Boys Camp, St. Baldrick's Foundation, Leukemia & Lymphoma Society, National Multiple Sclerosis Society, Wounded Warriors, American Cancer Society, The Breast Cancer Research Foundation, Tay-Sachs & Allied Diseases Association, Christar, Gbargna Lutheran Mission Project, Lighthouse Mission, Team 94, and Autism Speaks.

How can clients schedule an appointment with Professional Wealth Associates? +

Clients can schedule an appointment by calling the office at (516) 997-6008 or using the 'Schedule an Appointment' button on the website.