Our Team’s approach to wealth management carefully focuses on risk management, diversification, and tax considerations.  Whether your goals are to maximize returns, reduce portfolio risk, invest in alternative investments, or manage your tax consequences, we are prepared to help you obtain your objectives.  Philip J. Capell, Piermont’s Team Leader, is a Certified Financial Planner who holds a law degree and a master’s in taxation.  He and his team of dedicated professionals have more than 30 years of financial, estate and tax experience.  Schedule a meeting today to find out how we can help you achieve your investment management and financial planning goals.