I'm Brett Goldberg, a Senior Financial Advisor and founding partner of the Pelton-Goldberg Group with Merrill in Garden City, NY. Our team of talented wealth management professionals stands out with our capabilities, perspectives, and experiences. Our mission is to help our clients preserve and maintain wealth. We combine our skills and extensive firm resources to deliver long-term, customized wealth management services tailored to the unique needs of highly-successful individuals, their families, and businesses. At the core of what we deliver is: Wealth Management: Our wealth management process involves gathering qualitative and quantitative information for understanding each client's financial picture, including goals, needs, and risk/reward objectives to help us develop their personalized and customized wealth management strategies. Asset and Liability Management: We combine the professional experience our team members have established throughout their careers across portfolio management, risk management, and lending. Unbiased Advice & Solutions: Our recommendations are independent and unbiased. Our rigorous due diligence uncovers distinctive solutions for our clients, based upon the client's risk tolerance, time horizon, liquidity needs, overall investment goals, and the costs associated with the recommendation. Uncompromising Service and Personalized Attention: We provide concierge level service, proactively and responsively communicating, and conducting regularly scheduled, meaningful meetings. We partner with our clients' tax, legal and other professional advisors. We help ensure that each client's wealth management strategies, investment policy, and asset and liability strategies remain aligned with their evolving goals. We welcome the opportunity to explore whether our team might be a fit for you and your family. 