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Long Island NY Professional Wealth Management Services

Professional Wealth Management Advisors Serving Long Island, NY City, and the New York Metro Area

Professional Wealth Management Inc. is a Long Island NY financial advisor  based in Hauppauge, NY that provides a range of professional wealth management services to businesses and families in the New York Metro area including Long Island, NY City, Rockland County and Westchester County.

Professional Wealth Management was founded in by Robert W. Kowaleski. In business since 1988, he has since introduced his Wealth Comfort ProgramTM, which was created based on his many years of working with thousands of people.
 
The Wealth Comfort ProgramTM  is an advanced, comprehensive financial planning process built around you, the client. It begins with a complimentary 60-minute starter session, where we assess your current situation, then clarify your life planning goals, before moving on to creating a written vision for your future.
 

The Wealth Comfort ProgramTM  helps you develop a detailed roadmap to enjoy lasting comfort and financial confidence in the future. The process is designed to help you preserve and grow your wealth, protect and empower yourself and your family, and achieve your life goals.

 

To get started in assessing your financial situation and creating a wealth management plan to help you reach your financial goals, try the Wealth Comfort Scorecard.

 

Our Professional Wealth Management Services

 

We offer a number of professional wealth planning services, including:
 
Professional Wealth Management Inc.
Wealth Management Services for the NY Metro Area

Long Island, NY
888 Veterans Memorial Highway, Suite 515
Hauppauge, NY 11788
631-325-2943
 
What’s your score? 
 
Find out with the Wealth Comfort Scorecard.
Understanding your score is the first step in working towards your future.


Your personal information is never shared.
 
 
 
 
Robert W. Koweleski is a registered representative and investment adviser representative of Mutual of Omaha Investor Services, a securities broker/dealer and registered investment adviser. Home Office: Mutual of Omaha Plaza, Omaha, NE 68175-1020. There is no contractual relationship between Professional Wealth Management and Mutual of Omaha Investor Services, Inc. Robert W. Koweleski can only do business in states in which he is registered. The information presented on this website is not intended, and should not be construed as legal, tax or investment advice, or a legal opinion. Consult with your legal, tax or investment professional before taking any action based on this information. This information is not an offer to buy or sell any security. Member FINRA/SIPC