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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
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
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