Perillo Wealth Management

Perillo Wealth Management When time permits Steven is a avid golfer and enjoys the competitive nature of the game as well as the time to interact with clients and friends on the course.

With over 17 years of industry experience Steven brings a wealth of knowledge to clients and their family members to aid in the difficult task of retirement planning. Steven provides personalized wealth management solutions for individuals, families and business owners as he designs, implements and monitors customized investment strategies with a focus for clients long term objectives and cash flo

w needs. Steven also provides integrated planning and investment strategies to help manage clients' wealth including tax and estate planning, risk management and retirement planning. When not at work Steven has his hands full with his personal life which consist of his wife Danielle and their three young children Alexandra Christian and Vincent. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). www.finra.org, www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. 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.

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read mor...
05/29/2026

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Worried that inflation may rise in the years ahead? You’re not alone.
05/28/2026

Worried that inflation may rise in the years ahead? You’re not alone.

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

What should you look for in a personal finance app?
05/27/2026

What should you look for in a personal finance app?

An increasing number have been developed to help individuals with their personal finances.

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
05/26/2026

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

Are women prepared for a 20-year retirement?

Does your business have a retirement strategy that fits your short, long-term needs?
05/25/2026

Does your business have a retirement strategy that fits your short, long-term needs?

To choose a plan, it’s important to ask yourself four key questions.

Markets can be unpredictable, but solid investment principles remain constant. Discover how diversification, asset alloc...
05/24/2026

Markets can be unpredictable, but solid investment principles remain constant. Discover how diversification, asset allocation, and consistent investing may help you navigate good times and challenging periods.

Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

When considering a record keeping system for your business, you need to ask yourself some very important questions
05/23/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Do your kids have the right stuff for college?
05/22/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Learn how to maximize your Qualified Charitable Distributions!
05/21/2026

Learn how to maximize your Qualified Charitable Distributions!

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
05/20/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

If you died, what would happen to your email archives, social profiles, and online accounts?
05/19/2026

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

Address

900 South Avenue Suite 1
Staten Island, NY
10314

Telephone

+17186738350

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