575 Broadhollow Road
We Help Your Money Do More
Learn how our extensive experience in tax-managed investments, income and insurance strategies help high net worth professionals make the most of their resources.
Volant Wealth Management is here for you, offering advice, and support throughout all life's milestones.
Your Journey Starts Here
Volant Wealth Management can help you bridge the gap between where you are and where you want to be.
Not all financial advisors provide similar services. Learn how our focus on tax-managed strategies helps you do more.
Meet our experienced professionals who specialize in helping high income professionals.
If you’ve got a complex financial life, you want more than cookie-cutter financial planning and investment solutions. We can help.
We’ll provide comprehensive financial planning and tax-managed income streams so you can look forward to a more confident retirement.
It’s not what you make, it’s what you keep! We’ll invest your money in strategies that help increase your after-tax results.
We’ll work with you and your attorney to find strategies to pass on wealth tax-efficiently, protect your assets, and secure your legacy.
Insurance can do a lot more than simply protect. We’ll work to find strategies that can help you reduce tax liability and achieve your goals.
Our team approach offers a range of services to provide more benefits to our clients.
Learn how to sustain your wealth and legacy in today’s high-risk, complex financial landscape.