NEW YORK CITY, NY / ACCESSWIRE / November 11, 2024 / Periscope Wealth Partners, a full-service wealth management firm, is thrilled to announce the addition of two new financial consultants, Benjamin Nir and Gavroche Gelin. "Bringing in new talent enhances our ability to serve clients and strengthens our commitment to providing innovative financial strategies," notes Peter Soriento Managing Partner at Periscope Wealth Partners. "As we continue to grow, our focus remains on delivering personalized strategies that empower our clients to achieve their financial objectives." The addition of these professionals will ensure a seamless experience for clients while broadening the firm's areas of focus.
The firm is also excited to announce it has strategically rebranded as Periscope Wealth Partners. This new identity places an emphasis on the firm's mission and commitment to a collaborative client approach. "Our mission is to create lasting relationships with our clients," shares managing partner Patrick McEvoy. "We strive to understand each individual's unique financial goals and work together to meet those goals." This rebranding reflects a deeper commitment to fostering long-term relationships and personalized service.
Periscope Wealth Partners was founded by Managing Partners Peter Soriento, Patrick McEvoy, and David Depalma, along with a supporting staff led by Chief Operating Officer, Carolina Leppert.
The aggregated assets of the firm's clients amount to nearly $1 billion. Periscope's range of offerings tap into an open-architecture wealth management platform that provides access to diverse investment strategies and employs a holistic financial planning process that addresses every aspect of a client's financial life. Additionally, it utilizes a collaborative strategy that combines the experience and focus of financial professionals to tailor investment and risk management strategies that align to each client's specific circumstances.
With a track record of success since its inception in 2017, Periscope Wealth Partners continues its upward trajectory, driven by client-centric relationships and innovative technology. For more information about the firm's services, the team, and their collaborative wealth management approach, visit www.periscopewp.com.
About Periscope Wealth Partners
Founded seven years ago, Periscope Wealth Partners is a full-service wealth management firm dedicated to providing customized financial strategies that align with clients and their unique goals. With a focus on education and collaboration, Periscope Wealth Partners offers a comprehensive range of services designed to help individuals and businesses navigate the complexities of wealth management.
Contact Information:
Company Name: Periscope Wealth Partners
Address: 1290 Avenue Americas, NY, New York 10104
Email: info@periscopewp.com
Website: https://www.periscopewp.com/
SOURCE: Periscope Wealth Partners
View the original press release on accesswire.com
