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.

09/02/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
09/01/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

How much is enough for your emergency fund?
08/31/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

With increasing wealth comes unique financial challenges.
08/30/2026

With increasing wealth comes unique financial challenges.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Being healthy may help your personal finances.
08/29/2026

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch ...
08/28/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often...
08/27/2026

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Are you planning to work after taking Social Security benefits? Know the rules.
08/26/2026

Are you planning to work after taking Social Security benefits? Know the rules.

Knowing the rules may help you decide when to start benefits.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
08/25/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

Considering a vacation home? 5 questions to determine if you’re ready.
08/24/2026

Considering a vacation home? 5 questions to determine if you’re ready.

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Address

900 South Avenue Suite 1
Staten Island, NY
10314

Telephone

+17186738350

Website

Alerts

Be the first to know and let us send you an email when Perillo Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Perillo Wealth Management:

Shortcuts

Share

Category