At First Long Island Investors, we believe that a life of wealth should be a life enjoyed to the fullest, confident in the knowledge that you have made the right financial decisions. Our extensive experience has taught us that such confidence is not achieved merely by the possession of wealth.
Rather, it requires the expertise of a team of financial professionals with deep understanding of each client's personal situation and vision for the future.And something more: an unshakeable commitment to our core principles of trust, service, and performance.
Rather, it requires the expertise of a team of financial professionals with deep understanding of each client's personal situation and vision for the future.And something more: an unshakeable commitment to our core principles of trust, service, and performance.
Services
And our clients trust us to help them manage their wealth through a breadth of life experiences and investment environments. In fact, several of our clients have been with us for decades, spanning multiple generations. We are an employee-owned, boutique wealth management firm founded on a service ethic that puts our clients at the center of everything we do.
There are only so many ways a person can become wealthy. And over the years, we have been at the side of clients who have come into their wealth in every one of them. For some, wealth came from the sale of a business or real estate. For others, wealth was accumulated over many years through long and successful careers.
Many of our clients have been paper wealthy through ownership of a business or property and become liquid with its sale. While in the past they may have relied on a broker or even managed their money themselves, they came to the realization that they needed to graduate to a higher level of professional wealth management-a level that includes sophisticated concepts such as prudent asset allocation, tax efficiency, and estate planning.
Individuals receiving an inheritance are often new to wealth and need the support and reassurance of experienced professionals who have helped many people in similar situations. We guide them through developing long-term goals for their new assets and then ensure they are invested and managed properly to meet those goals.
Some of our clients have come to us because of dissatisfaction with another advisor. Most often, this disaffection results from a sense that the advisor has been taking their business for granted. As their confidence wanes, they begin to consider making a change. We continually hear from new clients in this situation that our welcoming culture and strong service ethic was evident to them from our first meeting together.
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