Private Client Asset Management

Private Client Asset Management Private Client Asset Management Inc is an independent investment adviser serving financially successful individuals.

To make money harder to copy, there have been continual changes to the artwork, paper and ink.
09/01/2026

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

The key to healthcare in retirement might be a patchwork of different choices.
08/31/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

Valuation is important for business succession, estate taxes and even qualifying for a loan.
08/30/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

What steps might help you sustain and grow your retirement savings? This piece explores them.
08/29/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

Saving for college doesn’t have to be as complicated as college itself.
08/28/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if b...
08/27/2026

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if bi-weekly payments make sense for you.

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

Secrets of the Temple:  How the Federal Reserve works.
08/26/2026

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
08/25/2026

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Consider a bucket plan to go with your bucket list.
08/24/2026

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save a...
08/23/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

Address

4190 Sunrise Highway
Massapequa, NY
11758

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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