PRIORITY WEALTH MANAGEMENT

Through our broker-dealer, Cetera Advisor Networks LLC, member FINRA and SIPC,we offer many financial and investment products and services as well as variable insurance products... At Priority Wealth Management (PWM), we offer specialized investment services that are specifically directed toward the financial opportunities available in mutual funds, stocks, ETFs, bonds, and annuities. Using insurance as an additional creative and flexible tool for financial management, we design and implement customized programs to fund estate tax liquidity needs, to establish salary continuation programs, to provide retirement funding programs and employee benefit packages, and to fund buy-sell agreements. We work closely with our clients' legal and accounting advisors to focus on important needs and to develop programs that ensure achievement of financial objectives. Periodic program reviews, which are necessitated by constant changes in the business climate, are standard practice at PWM. Client..

Also known as: Priority Wealth Management (PWM), Priority Wealth Management LLC

Primary location: Nesconset United States