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Text Content

575 Broadhollow Road, Melville, NY 11747

631-465-9090 x5090
info@volantwm.com
Client Center
Menu


 * Home
 * Our Team
 * Our Story
 * Our Approach
 * Our Services
 * Our eBook
 * Contact Us

Client Center


LIFELONG GUIDANCE



Volant Wealth Management is here for you, offering advice, and support
throughout all life's milestones.




YOUR JOURNEY STARTS HERE



Volant Wealth Management can help you bridge the gap between where you are and
where you want to be.




WE HELP YOUR MONEY DO MORE

Learn how our extensive experience in tax-managed investments, income and
insurance strategies help high net worth professionals make the most of their
resources.




LIFELONG GUIDANCE



Volant Wealth Management is here for you, offering advice, and support
throughout all life's milestones.




YOUR JOURNEY STARTS HERE



Volant Wealth Management can help you bridge the gap between where you are and
where you want to be.




WE HELP YOUR MONEY DO MORE

Learn how our extensive experience in tax-managed investments, income and
insurance strategies help high net worth professionals make the most of their
resources.




LIFELONG GUIDANCE



Volant Wealth Management is here for you, offering advice, and support
throughout all life's milestones.







WHY WE'RE DIFFERENT

Not all financial advisors provide similar services.  Learn how our focus on
tax-managed strategies helps you do more.

Learn More


MEET THE TEAM

Meet our experienced professionals who specialize in helping high income
professionals.

Learn More


ARE WE RIGHT FOR YOU

If you’ve got a complex financial life, you want more than cookie-cutter
financial planning and investment solutions.  We can help.

Learn More


RETIREMENT STRATEGIES

We’ll provide comprehensive financial planning and tax-managed income streams so
you can look forward to a more confident retirement.
Learn more


TAX-MANAGED INVESTING

It’s not what you make, it’s what you keep! We’ll invest your money in
strategies that help increase your after-tax results.
Learn more


ESTATE PLANNING STRATEGIES

We’ll work with you and your attorney to find strategies to pass on wealth
tax-efficiently, protect your assets, and secure your legacy.
Learn more


 INSURANCE STRATEGIES

Insurance can do a lot more than simply protect. We’ll work to find strategies
that can help you reduce tax liability and achieve your goals.
Learn more


OUR TEAM

Our team approach offers a range of services to provide more benefits to our
clients.

Meet Our Professionals


WONDERING HOW TO BUILD WEALTH THAT LASTS?

Learn how to sustain your wealth and legacy in today’s high-risk, complex
financial landscape.

Download Our eBook


CAN VOLANT HELP YOU ACHIEVE YOUR GOALS?

Get In Touch


IF YOU ARE A VALUED EXISTING CLIENT

Schedule Your Meeting


TELL US HOW WE CAN HELP YOU

Name
Email
Address
Question
Send
Thank you!
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CONTACT

Office: 631-465-9090 ext 5090

Fax: 631-465-9091

575 Broadhollow Road

Melville, NY 11747

65, 6, 63

info@volantwm.com



QUICK LINKS

 * Retirement
 * Investment
 * Estate
 * Insurance
 * Tax
 * Money
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 * All Calculators

Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
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Copyright 2024 FMG Suite.



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FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or
marketing names, products or services referenced here are independent of Osaic
Wealth, Inc.  Osaic Wealth, Inc. does not provide tax or legal advice.

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