Our Wealth Management Team

Robert Peller is the principal of Peller & Company, LLC and Peller Wealth Management. A CPA with an MBA in Taxation and a registered financial advisor affiliated with Cambridge, Robert delivers a deeply integrated approach to tax strategy, wealth management, and long-term estate and financial planning.

Known for his unwavering dedication to his clients, Robert focuses on bringing clarity, seasoned expertise, and true peace of mind to every financial decision. He places equal importance on the qualitative aspects of his clients’ lives—family, purpose, values, lifestyle—ensuring their financial plan supports not just their goals, but the way they want to live. His signature “Solve by Committee” method brings together trusted legal, actuarial, and financial professionals to provide coordinated, holistic guidance specifically tailored to each client’s unique journey.

With extensive experience across industries—from entertainment and technology to fashion, sports, and the arts—Robert specializes in creating tax-efficient, highly curated strategies for individuals, families, and business owners at every stage of life.

Outside the office, Robert is a passionate world traveler and Master PADI scuba diver, always seeking the next unforgettable dive. He loves spending time with his family and with friends every chance he gets. 

Bryan brings more than 20 years of financial services experience to Peller Wealth Management, along with a genuine passion for helping clients feel confident and cared for in every part of their financial lives. Having served as a Senior Regional Consultant with leading firms like AssetMark and Curian Capital, he has spent his career supporting advisors who believe, just as he does, in a truly holistic, relationship-driven approach to wealth planning. He holds Series 7 and 66 licenses and earned his B.S. in Economics from New York University.

Bryan lives in Baldwin, NY, with his wife, Laura, and their two sons. He’s an enthusiastic traveler, a dedicated history buff, and a triathlete who brings the same focus and discipline to each client relationship that he brings to every race.