About My Practice
Mr. Capell is the President of Piermont Wealth Management, a retirement and investment solutions firm with offices in Woodbury, Long Island and Manhattan.
Philip has been educating and assisting individuals with financial, retirement and tax issues for the past 23 years. He focuses on each client's financial needs, be it capital preservation or growth, income at retirement, and/or retirement planning, and provides a comprehensive, personal plan to achieve his client's objectives. Mr. Capell concentrates on all aspects of retirement & financial planning as well as investment advisory services.
Philip received his undergraduate degree from Cornell University, his law degree from the Washington College of Law at American University and his masters in taxation degree at Pace University. He is a member of the National Association of Personal Financial Advisors (a national fee-only financial planning organization), and the Financial Planning Association, the Associate Dean for the Nassau Academy of Law and past Chairperson of the Tax Law committee for the Nassau County Bar Association.
He is a well-known lecturer for various nationally recognized financial, civic and charitable organizations on financial and tax planning matters. He also has been on the radio and cited in various investment and legal publications regarding issues on investing and estate planning.
Mr. Capell is a marathon runner and triathlete and is married with two sons & a daughter residing in Long Island, New York.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Admitted to Bar
- Other - MS in Tax
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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