• LinkedIn
  • X
  • Facebook
  • Fidelity
  • LPL AccountView
  • Client Portal
Call now at 914-996-7505
Paul Tramontozzi, CFP®
  • Home
  • About
    • Bio
    • Approach
  • Services
    • Investment Management
    • Financial Planning
    • Insurance Planning
    • Estate & Wealth Transfer Strategies
  • In the News
  • Blog
  • Contact
  • Search
  • Menu Menu

Bringing Wall Street Experience to Independent Financial Advice

I understand that high net worth individuals and their families are looking to be more in control of their time, have a purpose in what they do, and leave a legacy to their loved ones or the causes that they care about. However, pursuing these goals requires making smart financial decisions and understanding how taxes can impact their overall plan. The problem is that navigating the complex landscape of financial advice can be overwhelming, leading to anxiety and poor decision-making.

I believe that personalized advice is crucial for successful professionals and those who have accumulated wealth over their lifetime. I understand this firsthand, having made similar decisions for my own family before leaving a career on Wall Street to help others plan for their financial future.
My approach begins with understanding what matters most to you and creating a customized plan to help you work toward your goals. From there, I’ll work with you to monitor and adjust your plan as needed.

Contact me when you are ready to schedule a consultation. Meanwhile, explore the site by reading articles, watching webinars, or downloading the 21 Key Stats report. By doing so, you can stop worrying about missing out on life experiences and instead begin a path towards financial independence.

I have partnered with, Stratos Wealth Partners, one of the “2020 Top 100 Registered Investment Advisory (RIA) Firms in America” as rated by Barron’s magazine*. To learn more about Stratos Wealth Partners and how they support  my independent practice, Click Here .

*Barron’s 2020 RIA List is based on assets managed, revenue produced and quality of practice.

Get Started Today!

About Paul

Paul Tramontozzi, CFP® is a financial planner in Westchester, NY

As a CERTIFIED FINANCIAL PLANNER™ professional, Paul helps his clients build a plan to work toward their financial well-being. He believes in a holistic approach to financial planning, and providing a high level of service to help individuals and small businesses pursue their financial goals.

Read More

From the Blog

estate taxes in new york

Strategies to Minimize Estate Taxes in New York

Featured, Planning
Navigating the complexities of estate planning can be overwhelming, especially when it comes to tax implications. In New York, estates valued above a certain threshold are subject to estate tax, which can significantly impact your loved ones'…
Read more
October 14, 2024
/
0 Comments
https://www.paultramontozzi.com/wp-content/uploads/new-york-scaled.jpg 1541 2560 Paul Tramontozzi https://www.paultramontozzi.com/wp-content/uploads/2019/09/Paul-Tramontozzi_-CFP®-banner-1030x223.jpg Paul Tramontozzi2024-10-14 13:17:112024-10-14 13:17:11Strategies to Minimize Estate Taxes in New York

Webinars

Sign Up for the Newsletter to Hear First!

Sign up via the form in our page footer.

In Person Workshops

As Featured In

 

Based in Westchester County, NY and Working With Clients Virtually Nationwide

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Stratos Wealth Partners, Ltd, a registered investment advisor. Stratos Wealth Partners is a separate entity from LPL Financial.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

Stratos Form CRS

660 White Plains Rd

Suite 660

Tarrytown, NY 10591

Telephone
914-996-7505

Email
[email protected]

LinkedIn
https://www.linkedin.com/in/paultramontozzi/

Sign up for Paul’s Newsletter

Select list(s) to subscribe to


By submitting this form, you are consenting to receive marketing emails from: . You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact
© Copyright - Paul Tramontozzi
Scroll to top