Financial Planning

Financial success starts with having a well thought out financial plan. Our professionals can help you envision your financial goals, draft a plan to assist in reaching those goals, and help you execute your plan.A financial plan can help you gain confidence that your heading in the right direction, help prevent costly investment missteps, save time by not having to constantly revisit your financial matters, and provide confidence that you’re making informed financial decisions.  Everyone’s financial plan is different and can cover many specific topics. The most common components of a basic financial plan are:

  • Goal planning
  • Risk Management
  • Cash Flow Assessment
  • Retirement planning
  • Investment planning
  • Tax strategies
  • Estate planning strategies
  • Education planning
  • Reporting and Aggregation Services

Asset Management

Periscope Wealth Management can help create, implement, and monitor a disciplined investment strategy that will help you progress steadily towards your financial and life goals.

The firm’s priorities are our clients and their goals, as we have no allegiance to any money managers, mutual funds, or financial products. Our independent investment platform allows us to be completely objective, flexible, and transparent about all aspects of your portfolio.

The core of our investment philosophy focuses on embracing market pricing, practicing smart diversification, and ensuring that the aggregate portfolio matches your integrated wealth plan. We offer the following services:

  • Portfolio Review, Management, & Monitoring
  • Asset Allocation Assessment
  • Fund Placement and Selection
  • Alternative Investments
  • Tax-efficient Strategies
  • Portfolio Modeling

Retirement Planning

Whether you are just starting to save for retirement, preparing for retirement, or already amid retirement we can help.

Our Retirement Planning Specialists* can help make sure you are on track, are saving in an efficient manner, and that you get the most of your retirement assets.

It’s never too early or late to start formulating or adjusting your retirement plan. Our professionals can help with a wide range of challenges associated with retirement planning including:

  • Retirement Needs Analysis
  • Social Security Optimization
  • Pension Distribution Optimization
  • Annuity Education
  • Distribution and Tax Planning
  • Retirement Account Consolidation and Management
  • Regression Analysis, Monte Carlo, and Stress Testing

 

* Title awarded by AXA Advisors, based upon the receipt of a Certificate in Retirement Planning, Wharton.

Insurance Planning

We recognize that insurance planning is an important, and often overlooked, element of any integrated financial plan.  Financial advisors may neglect this complex, but extremely important component of financial planning.

Insurance can help protect you and your loved ones against financial burdens, help you create-tax advantages, and create a self-completing plan.

If you already have insurance contracts in place or just looking for more information don’t hesitate to reach out and leverage our professionals for the following:

  • Insurance Policy Review and Competitive Analysis
  • Insurance Needs Analysis and Carrier Comparisons
  • Underwriting and Structuring Considerations
  • Placement and Policy Management
  • Life, Disability Income, and Long-Term Care Insurance
  • Annuity Contract Review and Placement

Small Business Planning

Small business owners are constantly juggling many aspects of their businesses on the cutting edge and growing. Periscope’s team can help provide consultation and help you outsource services that are outside the core scope of your business.

Our professionals will work to deeply understand your business and help provide various services to properly align your benefit, executive comp, and other various financial considerations to your firm’s vision.

We encourage business owners to lean on our team for advice and support for the following matters:

  • Employee Benefits Design and Administration
  • Executive Compensation Design and Administration
  • Retirement Plan Design and Administration
  • Buy Sell and Key Man planning

Estate and Legacy Planning Strategies

Thoughtful estate and gift planning strategies help you to preserve your wealth and pass it on to your designated beneficiaries in the manner you choose.

There are many potential objectives, both financial and non-financial, to consider in the estate planning process. Because these are likely to evolve over time, it makes sense to review your estate plan periodically.

The team at Periscope Wealth Management can help you, in working with your professional tax and legal advisors, understand what type of estate planning is right for you.

  • Estate Document Review
  • Estate Tax Planning
  • Life Insurance Audit, Placement & Management
  • Premium Financing
Financial Planning

Financial Planning

Financial success starts with having a well thought out financial plan. Our professionals can help you envision your financial goals, draft a plan to assist in reaching those goals, and help you execute your plan.A financial plan can help you gain confidence that your heading in the right direction, help prevent costly investment missteps, save time by not having to constantly revisit your financial matters, and provide confidence that you’re making informed financial decisions.  Everyone’s financial plan is different and can cover many specific topics. The most common components of a basic financial plan are:

  • Goal planning
  • Risk Management
  • Cash Flow Assessment
  • Retirement planning
  • Investment planning
  • Tax strategies
  • Estate planning strategies
  • Education planning
  • Reporting and Aggregation Services
Asset Management

Asset Management

Periscope Wealth Management can help create, implement, and monitor a disciplined investment strategy that will help you progress steadily towards your financial and life goals.

The firm’s priorities are our clients and their goals, as we have no allegiance to any money managers, mutual funds, or financial products. Our independent investment platform allows us to be completely objective, flexible, and transparent about all aspects of your portfolio.

The core of our investment philosophy focuses on embracing market pricing, practicing smart diversification, and ensuring that the aggregate portfolio matches your integrated wealth plan. We offer the following services:

  • Portfolio Review, Management, & Monitoring
  • Asset Allocation Assessment
  • Fund Placement and Selection
  • Alternative Investments
  • Tax-efficient Strategies
  • Portfolio Modeling
Retirement Planning

Retirement Planning

Whether you are just starting to save for retirement, preparing for retirement, or already amid retirement we can help.

Our Retirement Planning Specialists* can help make sure you are on track, are saving in an efficient manner, and that you get the most of your retirement assets.

It’s never too early or late to start formulating or adjusting your retirement plan. Our professionals can help with a wide range of challenges associated with retirement planning including:

  • Retirement Needs Analysis
  • Social Security Optimization
  • Pension Distribution Optimization
  • Annuity Education
  • Distribution and Tax Planning
  • Retirement Account Consolidation and Management
  • Regression Analysis, Monte Carlo, and Stress Testing

 

* Title awarded by AXA Advisors, based upon the receipt of a Certificate in Retirement Planning, Wharton.

Insurance Planning

Insurance Planning

We recognize that insurance planning is an important, and often overlooked, element of any integrated financial plan.  Financial advisors may neglect this complex, but extremely important component of financial planning.

Insurance can help protect you and your loved ones against financial burdens, help you create-tax advantages, and create a self-completing plan.

If you already have insurance contracts in place or just looking for more information don’t hesitate to reach out and leverage our professionals for the following:

  • Insurance Policy Review and Competitive Analysis
  • Insurance Needs Analysis and Carrier Comparisons
  • Underwriting and Structuring Considerations
  • Placement and Policy Management
  • Life, Disability Income, and Long-Term Care Insurance
  • Annuity Contract Review and Placement
Small Business Planning

Small Business Planning

Small business owners are constantly juggling many aspects of their businesses on the cutting edge and growing. Periscope’s team can help provide consultation and help you outsource services that are outside the core scope of your business.

Our professionals will work to deeply understand your business and help provide various services to properly align your benefit, executive comp, and other various financial considerations to your firm’s vision.

We encourage business owners to lean on our team for advice and support for the following matters:

  • Employee Benefits Design and Administration
  • Executive Compensation Design and Administration
  • Retirement Plan Design and Administration
  • Buy Sell and Key Man planning
Estate and Legacy Planning Strategies

Estate and Legacy Planning Strategies

Thoughtful estate and gift planning strategies help you to preserve your wealth and pass it on to your designated beneficiaries in the manner you choose.

There are many potential objectives, both financial and non-financial, to consider in the estate planning process. Because these are likely to evolve over time, it makes sense to review your estate plan periodically.

The team at Periscope Wealth Management can help you, in working with your professional tax and legal advisors, understand what type of estate planning is right for you.

  • Estate Document Review
  • Estate Tax Planning
  • Life Insurance Audit, Placement & Management
  • Premium Financing

CONTACT US

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Location

1290 Avenue of Americas, 4th Fl.
New York, NY, 10104