PHILIP CAPELL, CFP®, JD, MS in Tax
Piermont Wealth Management Inc.

Financial Advice & Consulting

Whether you are retired, about to retire, or are still saving for that chapter of your life, we, Piermont Wealth Management, can help you create and implement the right investment strategy. Our financial planning services include retirement planning, investment management, and financial planning. To best identify and understand your goals and objectives, we utilize a five-step process, which includes: 1. Consultation 2. Discovery 3. Strategy 4. Implementation 5. Review This process enables us to create a financial plan that works best for you. Even once your financial plan has been created and initiated, we will meet with you periodically to discuss any possible adjustments to your plan and confirm that your goals are being satisfied. At Piermont Wealth Management, we strongly believe that independent, fee-only advice yields the best financial solutions. It comes from our long-standing philosophy of providing ethical, conflict-free service and placing our clients' needs first. This is why we do not receive a sales commission for our services or try selling a financial product to our clients. As a fiduciary on our clients' accounts, we are completely independent, objective, and commission-free, and are registered as such with the U.S. Securities and Exchange Commission. As our client, you deserve reliable and trustworthy financial planning services and conflict-free advice.

Financial Planning for Individuals

Whether you are retired, about to retire, or are still saving for that chapter of your life, we, Piermont Wealth Management, can help you create and implement the right investment strategy. Our financial planning services include retirement planning, investment management, and financial planning. To best identify and understand your goals and objectives, we utilize a five-step process, which includes: 1. Consultation 2. Discovery 3. Strategy 4. Implementation 5. Review This process enables us to create a financial plan that works best for you. Even once your financial plan has been created and initiated, we will meet with you periodically to discuss any possible adjustments to your plan and confirm that your goals are being satisfied. At Piermont Wealth Management, we strongly believe that independent, fee-only advice yields the best financial solutions. It comes from our long-standing philosophy of providing ethical, conflict-free service and placing our clients' needs first. This is why we do not receive a sales commission for our services or try selling a financial product to our clients. As a fiduciary on our clients' accounts, we are completely independent, objective, and commission-free, and are registered as such with the U.S. Securities and Exchange Commission. As our client, you deserve reliable and trustworthy financial planning services and conflict-free advice.

Financial Planning for Businesses

Whether you are retired, about to retire, or are still saving for that chapter of your life, we, Piermont Wealth Management, can help you create and implement the right investment strategy. Our financial planning services include retirement planning, investment management, and financial planning. To best identify and understand your goals and objectives, we utilize a five-step process, which includes: 1. Consultation 2. Discovery 3. Strategy 4. Implementation 5. Review This process enables us to create a financial plan that works best for you. Even once your financial plan has been created and initiated, we will meet with you periodically to discuss any possible adjustments to your plan and confirm that your goals are being satisfied. At Piermont Wealth Management, we strongly believe that independent, fee-only advice yields the best financial solutions. It comes from our long-standing philosophy of providing ethical, conflict-free service and placing our clients' needs first. This is why we do not receive a sales commission for our services or try selling a financial product to our clients. As a fiduciary on our clients' accounts, we are completely independent, objective, and commission-free, and are registered as such with the U.S. Securities and Exchange Commission. As our client, you deserve reliable and trustworthy financial planning services and conflict-free advice.

Financial Advice & Consulting

Whether you are retired, about to retire, or are still saving for that chapter of your life, we, Piermont Wealth Management, can help you create and implement the right investment strategy. Our financial planning services include retirement planning, investment management, and financial planning. To best identify and understand your goals and objectives, we utilize a five-step process, which includes: 1. Consultation 2. Discovery 3. Strategy 4. Implementation 5. Review This process enables us to create a financial plan that works best for you. Even once your financial plan has been created and initiated, we will meet with you periodically to discuss any possible adjustments to your plan and confirm that your goals are being satisfied. At Piermont Wealth Management, we strongly believe that independent, fee-only advice yields the best financial solutions. It comes from our long-standing philosophy of providing ethical, conflict-free service and placing our clients' needs first. This is why we do not receive a sales commission for our services or try selling a financial product to our clients. As a fiduciary on our clients' accounts, we are completely independent, objective, and commission-free, and are registered as such with the U.S. Securities and Exchange Commission. As our client, you deserve reliable and trustworthy financial planning services and conflict-free advice.

Financial Planning for Individuals

Whether you are retired, about to retire, or are still saving for that chapter of your life, we, Piermont Wealth Management, can help you create and implement the right investment strategy. Our financial planning services include retirement planning, investment management, and financial planning. To best identify and understand your goals and objectives, we utilize a five-step process, which includes: 1. Consultation 2. Discovery 3. Strategy 4. Implementation 5. Review This process enables us to create a financial plan that works best for you. Even once your financial plan has been created and initiated, we will meet with you periodically to discuss any possible adjustments to your plan and confirm that your goals are being satisfied. At Piermont Wealth Management, we strongly believe that independent, fee-only advice yields the best financial solutions. It comes from our long-standing philosophy of providing ethical, conflict-free service and placing our clients' needs first. This is why we do not receive a sales commission for our services or try selling a financial product to our clients. As a fiduciary on our clients' accounts, we are completely independent, objective, and commission-free, and are registered as such with the U.S. Securities and Exchange Commission. As our client, you deserve reliable and trustworthy financial planning services and conflict-free advice.

Financial Planning for Businesses

Whether you are retired, about to retire, or are still saving for that chapter of your life, we, Piermont Wealth Management, can help you create and implement the right investment strategy. Our financial planning services include retirement planning, investment management, and financial planning. To best identify and understand your goals and objectives, we utilize a five-step process, which includes: 1. Consultation 2. Discovery 3. Strategy 4. Implementation 5. Review This process enables us to create a financial plan that works best for you. Even once your financial plan has been created and initiated, we will meet with you periodically to discuss any possible adjustments to your plan and confirm that your goals are being satisfied. At Piermont Wealth Management, we strongly believe that independent, fee-only advice yields the best financial solutions. It comes from our long-standing philosophy of providing ethical, conflict-free service and placing our clients' needs first. This is why we do not receive a sales commission for our services or try selling a financial product to our clients. As a fiduciary on our clients' accounts, we are completely independent, objective, and commission-free, and are registered as such with the U.S. Securities and Exchange Commission. As our client, you deserve reliable and trustworthy financial planning services and conflict-free advice.

Portfolio Management

Whether you are retired, about to retire, or are still saving for that chapter of your life, we, Piermont Wealth Management, can help you create and implement the right investment strategy. Our financial planning services include retirement planning, investment management, and financial planning. To best identify and understand your goals and objectives, we utilize a five-step process, which includes: 1. Consultation 2. Discovery 3. Strategy 4. Implementation 5. Review This process enables us to create a financial plan that works best for you. Even once your financial plan has been created and initiated, we will meet with you periodically to discuss any possible adjustments to your plan and confirm that your goals are being satisfied. At Piermont Wealth Management, we strongly believe that independent, fee-only advice yields the best financial solutions. It comes from our long-standing philosophy of providing ethical, conflict-free service and placing our clients' needs first. This is why we do not receive a sales commission for our services or try selling a financial product to our clients. As a fiduciary on our clients' accounts, we are completely independent, objective, and commission-free, and are registered as such with the U.S. Securities and Exchange Commission. As our client, you deserve reliable and trustworthy financial planning services and conflict-free advice.

Retirement Planning

Whether you are retired, about to retire, or are still saving for that chapter of your life, we, Piermont Wealth Management, can help you create and implement the right investment strategy. Our financial planning services include retirement planning, investment management, and financial planning. To best identify and understand your goals and objectives, we utilize a five-step process, which includes: 1. Consultation 2. Discovery 3. Strategy 4. Implementation 5. Review This process enables us to create a financial plan that works best for you. Even once your financial plan has been created and initiated, we will meet with you periodically to discuss any possible adjustments to your plan and confirm that your goals are being satisfied. At Piermont Wealth Management, we strongly believe that independent, fee-only advice yields the best financial solutions. It comes from our long-standing philosophy of providing ethical, conflict-free service and placing our clients' needs first. This is why we do not receive a sales commission for our services or try selling a financial product to our clients. As a fiduciary on our clients' accounts, we are completely independent, objective, and commission-free, and are registered as such with the U.S. Securities and Exchange Commission. As our client, you deserve reliable and trustworthy financial planning services and conflict-free advice.

401K Rollovers

Whether you are retired, about to retire, or are still saving for that chapter of your life, we, Piermont Wealth Management, can help you create and implement the right investment strategy. Our financial planning services include retirement planning, investment management, and financial planning. To best identify and understand your goals and objectives, we utilize a five-step process, which includes: 1. Consultation 2. Discovery 3. Strategy 4. Implementation 5. Review This process enables us to create a financial plan that works best for you. Even once your financial plan has been created and initiated, we will meet with you periodically to discuss any possible adjustments to your plan and confirm that your goals are being satisfied. At Piermont Wealth Management, we strongly believe that independent, fee-only advice yields the best financial solutions. It comes from our long-standing philosophy of providing ethical, conflict-free service and placing our clients' needs first. This is why we do not receive a sales commission for our services or try selling a financial product to our clients. As a fiduciary on our clients' accounts, we are completely independent, objective, and commission-free, and are registered as such with the U.S. Securities and Exchange Commission. As our client, you deserve reliable and trustworthy financial planning services and conflict-free advice.

Estate Planning & Trusts

Whether you are retired, about to retire, or are still saving for that chapter of your life, we, Piermont Wealth Management, can help you create and implement the right investment strategy. Our financial planning services include retirement planning, investment management, and financial planning. To best identify and understand your goals and objectives, we utilize a five-step process, which includes: 1. Consultation 2. Discovery 3. Strategy 4. Implementation 5. Review This process enables us to create a financial plan that works best for you. Even once your financial plan has been created and initiated, we will meet with you periodically to discuss any possible adjustments to your plan and confirm that your goals are being satisfied. At Piermont Wealth Management, we strongly believe that independent, fee-only advice yields the best financial solutions. It comes from our long-standing philosophy of providing ethical, conflict-free service and placing our clients' needs first. This is why we do not receive a sales commission for our services or try selling a financial product to our clients. As a fiduciary on our clients' accounts, we are completely independent, objective, and commission-free, and are registered as such with the U.S. Securities and Exchange Commission. As our client, you deserve reliable and trustworthy financial planning services and conflict-free advice.

Investment Management & Advice

Whether you are retired, about to retire, or are still saving for that chapter of your life, we, Piermont Wealth Management, can help you create and implement the right investment strategy. Our financial planning services include retirement planning, investment management, and financial planning. To best identify and understand your goals and objectives, we utilize a five-step process, which includes: 1. Consultation 2. Discovery 3. Strategy 4. Implementation 5. Review This process enables us to create a financial plan that works best for you. Even once your financial plan has been created and initiated, we will meet with you periodically to discuss any possible adjustments to your plan and confirm that your goals are being satisfied. At Piermont Wealth Management, we strongly believe that independent, fee-only advice yields the best financial solutions. It comes from our long-standing philosophy of providing ethical, conflict-free service and placing our clients' needs first. This is why we do not receive a sales commission for our services or try selling a financial product to our clients. As a fiduciary on our clients' accounts, we are completely independent, objective, and commission-free, and are registered as such with the U.S. Securities and Exchange Commission. As our client, you deserve reliable and trustworthy financial planning services and conflict-free advice.

Wealth Management

Whether you are retired, about to retire, or are still saving for that chapter of your life, we, Piermont Wealth Management, can help you create and implement the right investment strategy. Our financial planning services include retirement planning, investment management, and financial planning. To best identify and understand your goals and objectives, we utilize a five-step process, which includes: 1. Consultation 2. Discovery 3. Strategy 4. Implementation 5. Review This process enables us to create a financial plan that works best for you. Even once your financial plan has been created and initiated, we will meet with you periodically to discuss any possible adjustments to your plan and confirm that your goals are being satisfied. At Piermont Wealth Management, we strongly believe that independent, fee-only advice yields the best financial solutions. It comes from our long-standing philosophy of providing ethical, conflict-free service and placing our clients' needs first. This is why we do not receive a sales commission for our services or try selling a financial product to our clients. As a fiduciary on our clients' accounts, we are completely independent, objective, and commission-free, and are registered as such with the U.S. Securities and Exchange Commission. As our client, you deserve reliable and trustworthy financial planning services and conflict-free advice.

Money Management

Whether you are retired, about to retire, or are still saving for that chapter of your life, we, Piermont Wealth Management, can help you create and implement the right investment strategy. Our financial planning services include retirement planning, investment management, and financial planning. To best identify and understand your goals and objectives, we utilize a five-step process, which includes: 1. Consultation 2. Discovery 3. Strategy 4. Implementation 5. Review This process enables us to create a financial plan that works best for you. Even once your financial plan has been created and initiated, we will meet with you periodically to discuss any possible adjustments to your plan and confirm that your goals are being satisfied. At Piermont Wealth Management, we strongly believe that independent, fee-only advice yields the best financial solutions. It comes from our long-standing philosophy of providing ethical, conflict-free service and placing our clients' needs first. This is why we do not receive a sales commission for our services or try selling a financial product to our clients. As a fiduciary on our clients' accounts, we are completely independent, objective, and commission-free, and are registered as such with the U.S. Securities and Exchange Commission. As our client, you deserve reliable and trustworthy financial planning services and conflict-free advice.