DISCLOSURE

Duly-registered and duly-licensed financial professionals with Periscope Wealth Partners offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN); offer investment advisory products and services through Equitable Advisors, LLC, an SEC registered investment advisor; and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc., in PR). Equitable Advisors and Equitable Network are affiliates and do not provide tax or legal advice or services. Periscope Wealth Partners (PWP) is not owned or operated by Equitable Advisors or Equitable Network. PPG-6497232.1 (3/24) (Exp. 3/26)

PWP was founded by several like minded financial professionals to provide an industry leading wealth management experience to retail investors, small businesses, endowments, and other entities in need.Second list item on the right
As a client centric firm, we place our clients' interests ahead of our own and disclose any potential conflicts of interest.

How We Work

As your trusted financial resource, PWP helps organize and execute on every facet of wealth management to help you reach your financial goals.
Our highly skilled financial professionals help assess your current financial picture, develop a holistic plan, and we execute your plan using our open platform of investment, planning, and risk management strategies.

VALUE PROPOSITION

Competence

The founding members of PWP have a combined industry experience of over 75 years across several disciplines in the wealth management field.
The firm maintains a network of relationships through our alliance with Equitable Advisors' advanced markets teams.

Coaching

Our clients regularly consult us regarding major life transitions that may affect their financial goals. Our objective feedback can be invaluable and is built into the firm's service model.

Convenience

Our ability to support the full spectrum of planning strategies makes for a well organized, coordinated approach that can save time and money.
The reach of our services makes for a simple, one stop shop approach for your wealth management needs.

Continuity

With proper planning in place, we can help ensure your plan is carried out even if you are not around to execute it yourself.

BELOW THE SURFACE: THE DYNAMICS OF INVESTING

In the dynamic tapestry of today's financial markets, the confluence of béhavioral finance, modern portfolio theory, nuanced strategies of sophisticated investors provides a compelling narrative against the\ backdrop of YOLO (You Only Live Once) and FOMO (Fear of Missing Out) investing trends.