Personalized wealth management services in Southampton, New York

Welcome to Dios Wealth Management - UBS Financial Services Inc., your trusted partner in financial planning and wealth management. Conveniently located at 8 Main Street, Southampton, New York, we are dedicated to helping you achieve your financial goals with personalized and comprehensive strategies. Our experienced team of financial advisors is committed to providing exceptional service, tailored investment solutions, and insightful advice to guide you through every stage of your financial journey. Whether you're planning for retirement, managing your assets, or seeking investment opportunities, Dios Wealth Management is here to support your financial well-being with integrity and expertise. Visit us today and discover how we can help secure your financial future.

Welcome to Sean Hattrick - UBS Financial Services Inc., your trusted partner in financial success, located at 8 Main Street, Southampton, New York. Our firm is dedicated to providing personalized financial services to help you achieve your financial goals. With a comprehensive range of solutions, including wealth management, investment advice, and retirement planning, we tailor our strategies to meet your unique needs and aspirations. Our experienced team of financial advisors is committed to delivering exceptional service with integrity and professionalism. Whether you're planning for the future, managing current finances, or looking to grow your wealth, Sean Hattrick - UBS Financial Services Inc. is here to guide you every step of the way. Visit us today to discover how we can help you secure a prosperous financial future.

Welcome to Jay Diesing - UBS Financial Services Inc., your trusted partner in financial planning and wealth management, located in the heart of Southampton, New York. Situated at 8 Main Street, our office is dedicated to providing personalized financial services tailored to meet the unique needs of each client. With a commitment to excellence and a deep understanding of the financial landscape, Jay Diesing and his team offer a comprehensive suite of services including investment management, retirement planning, estate planning, and more. Our goal is to help you navigate the complexities of the financial world with confidence and ease. Whether you're planning for a secure retirement, managing your family's wealth, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Visit us today to discover how we can help you achieve your financial aspirations.

Welcome to Erik DeGroot - UBS Financial Services Inc., your trusted partner in financial success, located in the heart of Southampton, New York. Situated at 8 Main Street, our office is dedicated to providing personalized financial solutions that cater to your unique needs and aspirations. With a commitment to excellence and a deep understanding of the financial landscape, Erik DeGroot and his team offer a comprehensive range of services, including wealth management, investment strategies, retirement planning, and more. We pride ourselves on building long-term relationships with our clients, ensuring that your financial goals are met with precision and care. Visit us today and discover how we can help you achieve financial peace of mind.

Welcome to Ryan O'Malley - UBS Financial Services Inc., your trusted partner in financial planning and wealth management located in the heart of Southampton, New York. Situated at 8 Main Street, our office is dedicated to providing personalized financial solutions tailored to meet the unique needs of each client. With a commitment to excellence and a deep understanding of the financial landscape, Ryan O'Malley and his team offer a comprehensive range of services, including investment management, retirement planning, estate planning, and more. Whether you're looking to grow your wealth, secure your financial future, or navigate complex financial decisions, we are here to guide you every step of the way. Explore our services and discover how we can help you achieve your financial goals with confidence and clarity. Visit us today and take the first step towards a sound financial future.

Welcome to Roy Cashion III - UBS Financial Services Inc., your trusted partner in navigating the financial landscape. Conveniently located at 8 Main Street, Southampton, New York, we specialize in providing personalized financial solutions tailored to meet the unique needs of each client. With a commitment to excellence and a focus on building long-term relationships, our team of experienced professionals offers a comprehensive range of services, including investment management, retirement planning, estate planning, and wealth management. Whether you're an individual investor or a business looking to secure your financial future, we are here to guide you every step of the way. Visit us today and discover how we can help you achieve your financial goals with confidence and peace of mind.

Welcome to Diesing/DeGroot/O'Malley Wealth Management - UBS Financial Services Inc., your trusted partner in financial planning and wealth management located in the heart of Southampton, New York. Situated at 8 Main Street, our team is dedicated to delivering personalized financial solutions to help you achieve your long-term financial goals. As a premier financial services provider, we specialize in a wide range of services, including investment management, retirement planning, estate planning, and more. Our experienced advisors, equipped with the global resources of UBS, work closely with each client to develop tailored strategies that align with their unique financial aspirations and needs.

Welcome to Schwenk Wealth Group Located at 223 West Montauk Highway, Hampton Bays, New York, Schwenk Wealth Group is your trusted partner in finance and wealth management. Our mission is to help you prioritize your financial objectives and prepare to achieve them through professional wealth management strategies. We are dedicated to guiding our clients in navigating the financial landscape, whether it's managing investments, planning for retirement, or building a secure financial future.

Welcome to Michael Schwenk - RBC Wealth Management, located at 223 West Montauk Highway, Hampton Bays, New York. As a leading finance firm, we specialize in professional wealth management, helping you prioritize your financial objectives and prepare to achieve them. Our dedicated team is committed to assisting you in navigating the complexities of wealth building, ensuring a secure financial future. We are proud to announce that our Financial Advisor, Michael Schwenk, was recognized as a Forbes Next-Gen Wealth Advisor in 2023. This national acknowledgment affirms our commitment to providing exceptional service to our clients.

Welcome to Alexandra Cavallaro - RBC Wealth Management Financial Advisor, your trusted partner in navigating the complexities of wealth management. Located at 223 West Montauk Highway, Hampton Bays, New York, our team is dedicated to providing customized wealth management solutions tailored to every stage of your life. As one of the top RBC Wealth Management teams in NYC, based on Assets Under Management, we focus on preserving and enhancing your wealth, helping you expand opportunities and simplify your life. We are proud to be featured on the Forbes Best-In-State Wealth Management Teams list for 2024, a testament to our commitment to excellence. Our esteemed team includes nationally recognized professionals like James Covell, whose achievements include receiving prestigious industry awards. Our expertise is further highlighted through media appearances, such as our feature on Reuters TV discussing market volatility.

Welcome to Jason Newman - RBC Wealth Management Financial Advisor, located at 223 West Montauk Highway, Hampton Bays, New York. As one of the leading RBC Wealth Management teams in New York City, distinguished by our substantial Assets Under Management, we are dedicated to providing personalized wealth management solutions tailored to every stage of your life. Our mission is to help you preserve and enhance your wealth through strategic relationships, expert advice, and world-class capabilities, ultimately expanding your opportunities and simplifying your life. We are proud to announce our inclusion in the Forbes Best-In-State Wealth Management Teams list for 2024, a testament to the dedication and excellence we bring to our valued clients. Our team, the Covell/DiConza/Newman Group, is honored to have Financial Advisor James Covell recognized with prestigious industry awards, highlighting our commitment to exceptional client service.

Welcome to Edward DiConza - RBC Wealth Management, your trusted financial advisory team located at 223 West Montauk Highway, Hampton Bays, New York. As one of the leading RBC Wealth Management teams in NYC, recognized on the Forbes Best-In-State Wealth Management Teams list for 2024, we are committed to providing you with personalized wealth management solutions tailored to every stage of your life. Our mission is to help you preserve and enhance your wealth through our expertise, strong relationships, and world-class capabilities. Whether you are planning for retirement, investing in your future, or managing your estate, our team is here to simplify your financial journey and expand your opportunities.

Welcome to Joseph Jamison - RBC Wealth Management Financial Advisor Located at 223 West Montauk Highway, Hampton Bays, New York, Joseph Jamison is your trusted partner in navigating the complex world of finance. As a dedicated financial advisor, Joseph offers personalized wealth management services designed to help you prioritize your financial objectives and prepare to achieve them. At RBC Wealth Management, we understand the importance of a tailored approach to financial planning, ensuring that your unique needs and aspirations are at the forefront of everything we do.

Welcome to Richard F Nydegger - RBC Wealth Management Financial Advisor, located at 223 West Montauk Highway, Hampton Bays, New York. As a Senior Vice President and Financial Advisor within the Consulting Group, Richard F Nydegger is dedicated to providing comprehensive financial guidance and wealth management services tailored to your individual needs. In today's complex financial landscape, understanding and navigating market dynamics is crucial. With the federal government’s debt having doubled since 2015, strategic investment decisions are more important than ever. Our Midyear Outlook provides valuable insights to help you make informed choices amidst economic uncertainties.

Welcome to James Covell - RBC Wealth Management Financial Advisor, located at 223 West Montauk Highway, Hampton Bays, New York. As a distinguished team within the RBC Wealth Management family, we pride ourselves on delivering customized wealth management solutions tailored to each stage of our clients' lives. Our mission is to preserve and enhance your wealth through personalized services, expert insights, and world-class capabilities that help you expand your opportunities and simplify your life. Our commitment to excellence has earned us recognition on the Forbes Best-In-State Wealth Management Teams list for 2024, reflecting the trust and satisfaction of our valued clients. We extend our gratitude to Forbes, our clients, and colleagues for their continued support and look forward to another successful year of service.

Welcome to Christopher Drew - RBC Wealth Management Financial Advisor, your trusted partner in navigating the complex world of finance. Situated at 223 West Montauk Highway in the picturesque Hampton Bays, New York, our firm is dedicated to providing personalized financial guidance and strategic investment solutions to help you achieve your financial goals. As a Senior Vice President and Financial Advisor with the RBC Wealth Management Consulting Group, Christopher Drew brings a wealth of expertise and a commitment to excellence. In an ever-evolving economic landscape, where the federal government’s debt has doubled since 2015, Christopher offers insightful advice and strategies to navigate these challenges. Our Midyear Outlook provides valuable perspectives on market trends and economic conditions, emphasizing the importance of sound portfolio management amidst political and economic noise.

Welcome to Rocco A. Carriero Wealth Partners, a trusted provider of Ameriprise Financial Services, LLC, located at 250 Montauk Highway, East Moriches, New York 11940. As a dedicated financial advisory firm, we are committed to helping you achieve your financial goals through personalized and strategic planning. At Rocco A. Carriero Wealth Partners, we understand that every individual has unique financial needs and aspirations. Our team of experienced Ameriprise financial advisors is here to guide you through the complexities of financial planning. During our initial consultation, we will introduce you to key financial planning concepts, helping you gain a clearer understanding of your financial landscape. Please note that this session does not include written analysis or recommendations.

Welcome to Robert W Urban - Financial Consultant, a trusted partner of Ameriprise Financial Services, LLC, located at 12 Mitchell Road, Westhampton Beach, New York. We are committed to helping you achieve your financial goals through personalized and expert financial planning services. At Robert W Urban, we understand that each client's financial journey is unique. Our Ameriprise advisors possess a wide range of expertise and credentials to ensure that we align our approach with your specific needs and aspirations. Our team is equipped with diverse specializations that include, but are not limited to, investment strategies, estate planning, retirement planning, and risk management.

Welcome to Alphonso Scotti, PA-C, your trusted healthcare provider in Southampton, New York. Conveniently located at 2 Montauk Highway, our practice is dedicated to offering personalized and comprehensive medical care to meet the diverse needs of our community. As a certified Physician Assistant, Alphonso Scotti brings a wealth of knowledge and experience in delivering high-quality health services with a focus on compassion and patient-centered care. At our practice, we believe in fostering a welcoming and supportive environment where patients feel comfortable discussing their health concerns. We offer a wide range of services, from preventative care and routine check-ups to managing chronic conditions and addressing acute health issues. Our commitment to excellence ensures that each patient receives the attention and care they deserve.

Welcome to The Luss Group, Inc., your trusted partner for comprehensive insurance and financial services located at 45 Main Street, Southampton, New York. Serving the Hamptons and beyond, we specialize in financial planning and insurance solutions tailored to meet your unique needs. Led by Kevin A. Luss, CFP, ChFC, our team is committed to providing expert guidance and personalized strategies to help you achieve your financial goals. As a registered representative, Kevin offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, a member of SIPC.

Welcome to Laura Dalessandro - The Laura Dalessandro Team, your premier real estate partner in Westhampton Beach, New York. Conveniently located at 33 Sunset Avenue, our team is dedicated to providing exceptional real estate services tailored to meet your unique needs. As an Associate Real Estate Broker with Saunders & Associates, Laura Dalessandro brings a wealth of experience, local market knowledge, and a commitment to excellence in every transaction. Whether you are buying, selling, or investing, our team offers personalized guidance and strategic insights to help you achieve your real estate goals. We pride ourselves on our client-focused approach, ensuring that you receive the highest level of service and attention to detail. From stunning waterfront properties to charming village homes, we specialize in finding the perfect match for our clients.

Welcome to the Law Office of Joan M. Dorazio, Esq., your trusted legal partner located in the heart of Hampton Bays, New York. Situated at 148 East Montauk Highway, our firm is dedicated to providing personalized and professional legal services to the local community and beyond. With a commitment to excellence, Joan M. Dorazio, Esq. specializes in a wide range of legal areas, ensuring that clients receive comprehensive support tailored to their unique needs. Our practice is built on a foundation of integrity, advocacy, and a deep understanding of the law. Whether you require assistance with family law, estate planning, real estate transactions, or any other legal matter, we are here to guide you every step of the way. Joan M. Dorazio, Esq. brings years of experience and a compassionate approach to every case, ensuring that your legal journey is as smooth and stress-free as possible.

Welcome to Northwell Health-GoHealth Urgent Care in Hampton Bays, New York, where compassionate care meets convenience. Located at 80 East Montauk Highway, just south of Sunrise Highway, our modern facility is designed to provide you with exceptional healthcare services in a warm and welcoming environment. At Northwell Health-GoHealth Urgent Care, we understand that health concerns can be stressful. Our courteous and professional staff are dedicated to ensuring your visit is as smooth and comfortable as possible. Whether you walk in with an eye injury or any other urgent health need, our efficient team will quickly check you in and provide the expert care you deserve.

Welcome to Christina N DeMartino, PA-C, your trusted healthcare provider located in the heart of Southampton, New York. Situated at 325 Meeting House Lane, our practice is dedicated to delivering exceptional medical care with a personal touch. As a certified Physician Assistant, Christina N DeMartino brings a wealth of experience and a compassionate approach to patient care. We specialize in a wide range of health services, ensuring comprehensive and personalized treatment plans tailored to meet your unique needs. Whether you're seeking routine check-ups, preventive care, or management of chronic conditions, our practice is committed to promoting your overall well-being. At Christina N DeMartino, PA-C, we prioritize building lasting relationships with our patients, fostering an environment of trust and open communication. Visit us today and experience the quality healthcare you deserve in a welcoming and professional setting. Your health is our priority.

Welcome to the Law Office of David Lee Heller, your trusted legal partner located in the heart of Sag Harbor, New York. Situated at 3334 Noyack Road, our firm is committed to providing exceptional legal services with a personalized touch. With years of experience and a deep understanding of the law, David Lee Heller specializes in delivering strategic solutions tailored to meet the unique needs of each client. Whether you require assistance with real estate transactions, estate planning, business law, or personal legal matters, our office is dedicated to guiding you through every step of the legal process with professionalism and integrity. Contact us today to schedule a consultation and discover how we can assist you in achieving your legal goals.

Welcome to Adam Miller Group, your trusted legal partner in the heart of Bridgehampton, New York. Located at 2462 Montauk Highway, our firm combines top-tier Manhattan experience with unparalleled Hamptons expertise to deliver exceptional legal services tailored to your needs. At Adam Miller Group, we understand the unique legal landscape of the Hamptons and are committed to providing personalized attention and strategic solutions for our clients. Whether you're seeking legal assistance for real estate transactions, business matters, or personal legal issues, our team of seasoned professionals is here to guide you every step of the way. Visit us at 2462 Main Street, Suite 7, or reach out to our office at Post Office Box 1947, Bridgehampton, NY 11932, to learn how we can assist you with your legal needs.

Welcome to Birtwhistle & Gibson, your trusted legal partner located in the heart of Bridgehampton, New York. Situated at 2322 Main Street, our law firm is dedicated to providing exceptional legal services to individuals and businesses in the community and beyond. At Birtwhistle & Gibson, we pride ourselves on our client-centered approach, offering personalized and comprehensive legal solutions tailored to meet your unique needs. Our team of experienced attorneys specializes in a wide range of practice areas, ensuring that you receive expert guidance and representation. Whether you require assistance with estate planning, real estate transactions, business law, or litigation, we are here to help. Visit us today to discover how our commitment to excellence and integrity can make a difference in your legal journey.

Welcome to Marissa L. Glass, Esq. - Your Trusted Legal Partner in Southampton, NY Located in the heart of Southampton, New York, Marissa L. Glass, Esq. is dedicated to providing exceptional legal services to individuals and businesses throughout the region. As a seasoned attorney, Marissa L. Glass specializes in a wide range of legal areas, ensuring that each client receives personalized and effective representation tailored to their unique needs.

Welcome to Centner Financial CPA LLC, your trusted partner in accounting and finance located in the heart of Bridgehampton, New York. Nestled in the scenic Meadows East, we are proud to serve the financial needs of our community and beyond. At Centner Financial, we specialize in providing personalized and comprehensive financial solutions tailored to meet the unique needs of individuals and businesses alike. Our team of experienced Certified Public Accountants is dedicated to delivering exceptional service with integrity and professionalism. Whether you are seeking assistance with tax planning and preparation, bookkeeping, financial consulting, or any other accounting services, we are here to guide you every step of the way. We understand that financial matters can be complex and daunting, which is why we prioritize clear communication and transparency to ensure you feel confident and informed about your financial decisions.

Welcome to Nealon John, your trusted partner in accounting and finance, conveniently located at 2322 Montauk Highway, Bridgehampton, New York. At Nealon John, we are committed to providing personalized and comprehensive financial solutions tailored to meet the unique needs of our clients. Our team of experienced professionals offers a wide range of services, including bookkeeping, tax preparation, financial planning, and business consulting. With a focus on accuracy, integrity, and customer satisfaction, we strive to help individuals and businesses achieve their financial goals. Whether you're looking to optimize your personal finances or streamline your business operations, Nealon John is here to guide you every step of the way. Visit us today and discover how we can make a difference in your financial journey.