Geller Private Wealth &Partners

Geller Private Wealth &Partners Your Goals. Your Legacy. Thoughtful Strategies to Help Build and Protect Wealth. We treat your future with the same care we give our own. Todd J.

Geller set out to build a high-end boutique financial planning practice where advice feels genuinely personal and never transactional. At our practice, every client is deeply understood and thoughtfully guided with the same care and intention Todd would want for his own family. What began as a solo practice has grown into a close-knit team dedicated to supporting individuals and families through l

ife’s most important financial decisions—delivering the attentive, relationship-driven service that defines a truly customized wealth management experience. Our philosophy is simple: be accessible, thoughtful, and always focused on you. Visit www.gellerprivatewealth.com to learn more.

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Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA, SIPC. Please review our social media guidelines here: https://www.andpartners.com/social-media-guidelines/

09/08/2026

Business valuation is driven by more than EBITDA multiples. Discover the financial drivers that influence middle-market valuations and what buyers truly value.

09/05/2026

Bloomberg's Lisa Mateo joins Scarlet Fu and Tom Keene on "Bloomberg Money." They discuss how young women rushing sororities have been paying from $3K to $12K for coaches to teach them southern sororities unwritten rules in hopes of getting accepted.

09/01/2026

If you're looking at the stock market's rally to record highs in August, you might be wondering whether it's time to pile in or pull back.

08/25/2026

Master stock chart reading with this beginner's guide. Learn candlestick patterns, support and resistance, trading volume, and key technical indicators.

07/01/2026

Financial freedom starts with one decision.

This National Financial Freedom Day, we’re proud to be part of &Partners—a rapidly growing, advisor-owned wealth management firm with approximately $57 billion in assets as of May 2026,built on personalized guidance, institutional strength, and a collaborative network of advisors.

Here’s to building a stronger financial future—one smart decision at a time.

Fidelity Investments

06/24/2026

Wealth Wednesday
☀️ Summer Edition

Summer is a great reminder to slow down, enjoy the moments that matter, and make memories with the people you love.

While you’re enjoying the sunshine, don’t forget that a little planning today can help make many summers ahead even brighter.

Wishing you a wonderful Wednesday and a happy summer from all of us at Geller Private Wealth & Partners! 🌊☀️

06/23/2026

Passive funds are built to track an index at low cost—but deciding which companies actually make it into that index is more subjective than many investors realize. Here's what to know.

A father’s love, guidance, and support help shape generations.From our family to yours, we wish all the fathers, grandfa...
06/22/2026

A father’s love, guidance, and support help shape generations.

From our family to yours, we wish all the fathers, grandfathers, and father figures a wonderful Father’s Day. May your day be filled with the people who mean the most to you. 💙

To the dads who work hard, love deeply, and put their families first—today is for you.

Geller Private Wealth wishes you a Happy Father’s Day!

Today we honor Juneteenth and reflect on its significance in our nation’s history. Our office is closed in observance of...
06/19/2026

Today we honor Juneteenth and reflect on its significance in our nation’s history. Our office is closed in observance of the holiday and will reopen Monday, June 22. Wishing you a meaningful day ✨

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534 Broadhollow Road, Suite 245
Melville, NY
11747

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