Our process is to lead with organization of finances. Through that organization we are able to have an educated conversation based on what you currently have or don’t have. Through this map of your financial life, we are able to guide you more effectively. We have found that taking such an abstract concept and creating something tangible is the difference between following a plan and letting it go by the wayside.

Our team of experts is dedicated to providing you with personalized solutions to help you achieve your financial goals. We specialize in Retirement Plans, Wealth Mangement and Retirement Income Planning. Contact us today to learn more about how we can help you and/or your business Retirement Plan be more successful.

Retirement Plan Consultation

The experts at North Fork Wealth Management can ensure your plan has the optimal Plan Design and Benchmark the plan to review the fee structure and quality of investments. We are pro-active in educational meetings. We also specialize in SEP's, SIMPLE IRA's and Solo-K Plans for small business planning

Financial Planning Wealth Management

North Fork Wealth Management can create a tailored Financial Plan to review all your finances in one convenient location. In addition, we offer careful guidance in managing your current finances depending on your goals and market conditions.

Retirement Income Strategies

Retirement Income Planning requires skillful planning to ensure your money last and your income is sufficient, especially in retirement where income is derived from accumulated assets. Our expertise will guide the way and illustrate the best products for your situation while maintaining a concern for taxes.