top of page

WE HELP YOU REDUCE TAXES, INVEST SMARTER, AND RETIRE CONFIDENTLY.

HOW WE HELP:

INDIVIDUALS:

Simplify your financial life and save time with one trusted point of contact for investments, retirement planning, taxes, employer benefits, insurance, and long-term wealth management. 

OWNERS & FOUNDERS:

We can help you set up a 401(k) plan, provide exit planning, manage a restricted stock plan, set up an ESOP or Cash Balance plan and create a financial wellness service for your employees. 

eBook cover for 5 Steps To Retirement
Louis Green, a Wealth Advisor in Brooklyn

OUR 5 STEP PROCESS:

We can simplify your financial affairs with our 5 Step To Retirement Process based on our book which includes:

FINANCIAL PLANNING

TAX PLANNING

ESTATE PLANNING

INVESTMENT PLANNING

LIFESTYLE PLANNING

OUR THREE PILLARS:

a76b44_573e84d3f4e54dc3abcd81b1a5206593~mv2 (1).avif

HOW TO TELL IF WE ARE THE RIGHT FIT FOR YOU:

You’re in the right place if you have multiple 401(k)s, concerns about taxes, money without a clear plan, or an advisor who feels reactive, expensive, or product-focused. We also help people who aren’t working with an advisor and want confident guidance for important financial decisions.

WHO WE WORK WITH:

Business owners discuss restricted stock units

Technology Employees

​

Restricted Stock Recipients​

Incentive Stock Option Recipients

​

​

​

​

​​​

​​

TECHNOLOGY EMPLOYEES

Family discussing retirement planning

Professionals

​

Medical Professionals

​

Anyone with multiple 401(k) plans

​​

​

​

​

​

​

PROFESSIONALS

Elderly couple discussing tax planning

Pre-Retirees & Retirees

​

Divorcees

​

Trustees

​

Anyone who received an inheritance or experienced a liquidity event

PRE-RETIREES & RETIREES

Professionals discussing investment planning

Business Owners & ​Founders

​

Foundations

​

Non-Profits

BUSINESS OWNERS

Photo of Prestiq Wealth, an RIA in Brookyn

OUR WEALTH MANAGEMENT FRAMEWORK:

1. Help you align financial decisions with your broader life goals.
2. Help you understand how to navigate market uncertainty.
3. Guide you through ever-changing tax laws.
4. Prepare you for the increasing complexity of retirement.
5. Demonstrate that markets alone rarely derail a well structured retirement plan.
6. Identify and help you avoid self-inflicted financial mistakes.
7. Support you in managing behavioral risks that impact long-term success.
8. Help you focus on what you can control: costs, taxes, asset allocation, and discipline.
9. Encourage commitment to long-term strategies over short-term reactions.
10. Emphasize early action and consistency as key drivers of better outcomes. 

OUR BLOGS:

bottom of page