Broker Check

Because no two lives
are the Same.

We take a human, three-legged approach integrating wealth management, tax strategy, and outsource CFO insight to support families and entrepreneurs as they navigate today’s decisions while building clarity, continuity, and comfort for the future.

An exclusive trusted relationship…not a transaction.  

Begin your legacy

Your financial partnersMangaging what matters
Most: your future

Under the Peller umbrella, we understand that true wealth extends beyond numbers. It's about creating lasting security for your family, preserving your legacy, and ensuring every financial decision aligns with your values.

Our Manhattan-based team combines decades of experience catering to an international clientele with a deeply personal approach, treating your family's financial journey as if it were our own. From strategic tax planning to comprehensive wealth management, we're here for life's most important moments.

1

dedicated Team

400+

Families Served

35+

Years of Excellence

our integrated approachThree Pillars of Stability. one seamless journey.

We view your financial life as a three-legged stool, where stability relies on the strength and integration of three distinct supports: Wealth Management, Tax Strategy, and CFO Advisory. When these areas are siloed, opportunities are missed; when they work in unison, they create a solid foundation for growth. 

Tax planning

Your journey begins with strategic tax optimization. Our specialized tax team analyzes your current position, identifies opportunities, and implements sophisticated strategies that preserve more of what you’ve earned.

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Wealth management

Our investment team takes the enhanced capital and crafts sophisticated portfolios designed for multigenerational prosperity. This ongoing phase focuses on investment management, estate planning, and legacy preservation.

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Outsource cFO services

Our Outsource CFO team becomes your strategic financial partner, providing executive-level guidance for both business and personal finances. This transformative phase focuses on cash flow optimization, financial forecasting, and strategic decision support.

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The power of integration

Peller Wealth Management was founded on the belief that financial freedom is personal. We don’t just manage numbers; we clarify your relationship with risk and reward to build strategies that align with your comfort level. By housing Wealth Management, Tax, and Outsource CFO services under one roof, we strive to eliminate the disconnect often found in the financial industry, ensuring every recommendation is meticulous, tax-efficient, and purpose-driven.

Our Team, 
experts for every phase

At Peller Wealth Management, we believe that true financial clarity is achieved when your advisors communicate. Our firm is comprised of three specialized teams—Wealth Management, Tax, and Outsource CFO—working in concert to eliminate the silos often found in the financial industry. By integrating these distinct disciplines, we provide a cohesive infrastructure where investment growth, tax efficiency, and business strategy are aligned to support your goals.

Meet the tax team

Going beyond compliance, our Tax Team engineers forward-looking strategies designed to maximize efficiency and optimize results before they are reported.

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Meet the wealth Management Team

Our Wealth Management Team blends traditional and behavioral finance with holistic planning to build adaptive portfolios designed to align with your personal vision for the future.

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Meet the Outsource CFO Team

Our Outsource CFO Team translates complex financial data into actionable insights, providing the structure and strategy business owners need to scale with confidence.

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Client Success storiesFamilies who've transformed their financial future

What sets Rob apart is his entrepreneurial mindset; he truly understands business challenges at every level and surrounds himself with a diverse, highly skilled team. Our family also trusts them with our wealth management, and we couldn’t be more pleased with their care and expertise."  

- John Reilly

This Testimonial is based on individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee of future performance or success

Money and stress often go hand in hand. But we can both attest, unequivocally, that the moment we first stepped into a meeting with the whole team at Peller and Co. we immediately felt at ease. It’s not just about the numbers for them, they prioritize continually gaining a deep understanding of who we are as people and how that affects short- and long-term goals. To put it clearly, they treat us like family

- Marty Beller & Jill Grinberg

This Testimonial is based on individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee of future performance or success

Robert and his team have been with us since the very start of our company, and they’ve been an incredible partner through every stage of our growth, guiding us through key decisions on taxes, company finances, and personal wealth planning that have really paid off over time. They are smart, principled, and excellent at what they do. Just as importantly, they’re all great, down-to-earth people and a pleasure to work with, which has led to a true personal connection.

- Peter Tashjian 

This Testimonial is based on individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee of future performance or success

I have worked with Robert Peller for over 20 years, and I couldn't imagine trusting anyone else with my financial life. As both my accountant and financial planner, Robert provides a seamless, professional approach that has saved me significant money on my taxes while helping me secure my long-term future. His deep expertise as a Certified Public Accountant and his integrated approach to wealth management have given me incredible peace of mind for two decades. He is a true professional who consistently puts his clients' interests first.

- Michael and Kimberly Umbro

This Testimonial is based on individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee of future performance or success

begin your journeyConnect with our team

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