I believe in creating financial plans tailored to my clients' needs, covering all aspects of their financial well-being, and ensuring sufficient liquidity.
My expertise lies in assisting clients in preparing for life milestones such as retirement. I also specialize in collaborating with executives on restricted stock and stock options.
How can I help?
Investment Management
Explore a range of investment choices, including traditional equities, alternative investments, and fixed income.
Financial Planning & Analysis
Personalized and holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable.
My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial goals, no matter their background or starting point.
Reach me at (917) 590-0552 or at louis.green@savvyadvisors.com for a consultation.
Prestiq Wealth Partners is an investment advisor representative registered with Savvy Advisors, Inc. (“Savvy”). All investment advisory services offered by Louis Green are offered through Savvy. Prestiq Wealth Partners is an independent marketing brand name used by Louis Green for advertising and marketing purposes only. Prestiq Wealth Partners and Savvy are not related or affiliated. For more information about Savvy, please visit our website.
Company Details
- Employees
- 1
- Founded
- -
- Address
- New York, Ny 10003, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Wealth Planning, Financial Planning, Investment Management, Alternative Investments, Tax Planning, Restricted Stock, Stock Options, Risk Analysis, Estate Planning, Retirement Planning.
- HQ
- New York, NY
Savvy Advisors - Prestiq Wealth Partners Questions
Savvy Advisors - Prestiq Wealth Partners's website is https://www.savvywealth.com/advisor/louis-green
Savvy Advisors - Prestiq Wealth Partners's LinkedIn profile is https://www.linkedin.com/company/prestiq-wealth-partners
Savvy Advisors - Prestiq Wealth Partners has
1 employees.
View email and phone details for 1
employees at Savvy Advisors - Prestiq Wealth Partners.
Savvy Advisors - Prestiq Wealth Partners's industry is
Financial Services
Savvy Advisors - Prestiq Wealth Partners's categories are Financial Services
Savvy Advisors - Prestiq Wealth Partners's founding year is 2024
