At Peller and Company LLC and Peller Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Robert Peller, CPA, MBA
Managing Member and Principal of Peller and Company, LLC and Peller Wealth Management
Robert is a Certified Public Accountant and holds a MBA with a concentration in Taxation.
Rick brings over more than 10 years of experience in the field of tax and accounting from several public accounting firms, private companies, and not-for-profit organization. He specializes in individual taxation, corporate income...
Jane Hu, CPA
Jane brings over 15 years of experience as a CPA working in public tax accounting. She began her career in 2005 as a staff accountant working for a regional accounting firm that specializes in a myriad of complex taxation issues. Jane...
Alan Septimus, CPA
Alan brings thirty-five years of experience in the field of tax and accounting. He is a Certified Public Accountant and holds a BBA in Accounting and a MS in Taxation from Baruch College. Alan has worked for small, medium and large...
Investment Advisor Representative
Bryan brings over two decades of experience in the financial services industry to the team at Peller Wealth Management. He has worked as a Senior Regional Consultant at some of the industry’s leading Third-Party Asset Management...
Shoshana brings 20 plus years of experience with Peller and Company, LLC in various administrative support roles. She excels at creating a welcoming, productive and professional atmosphere at our offices. As a member of Phi Beta Kappa,...
Controller, Outsource CFO Supervisor
James brings over 12 years of accounting experience to the team at Peller and Company. He is a graduate of the University of North Carolina where he earned a Bachelor's of Science in Business Administration with a concentration in...
Tristan brings over 5 years of professional bookkeeping experience focused in a wide array of industries and professional disciplines. He earned his Bachelor of Arts Degree in Liberal Arts with a concentration in Psychology and General...
Kunal brings over fifteen years of accounting and bookkeeping experience from various industries and professions. Kunal earned his Master’s degree in Commerce and a Bachelor’s degree in Accounting and Banking from Mumbai...