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Louis C. Ciliberti & Associates, Ltd. has been providing Tax & Estate Planning, Business Consulting, Pension & Employee Benefits Consulting, Insurance Consulting and Wealth Management & Family Office solutions for several decades to a broad range of ultra wealthy families, foundations and corporate clientele.

"Our passion is our desire to independently and objectively advise our clients regarding all aspects of their financial lives." 

With offices located in Midtown Manhattan and Melville Long Island, we are strategically positioned to meet with and advise our clients in the Tri-State area.

Louis C. Ciliberti & Associates, Ltd. is a privately owned and completely independent consulting firm. We are not part of a large bank, brokerage firm, insurance company or any other large institution and therefore have no hidden agendas or conflicts of interest. This structure is intentional; it ensures our clients that any and all advice they receive from us remains objective.

Our comprehensive suite of services is designed to offer every client access to a team of professionals that truly has an understanding of their family and business. Clients have access to the expertise of our Private Wealth Management Team to ensure a comprehensive approach is being taken to maximize the net-after-tax-return on their investment portfolios. Corporate clients with over 150 employees are offered both Qualified Plan and Medical Benefits Plan Administration with a full service Third Party Administrator, including staff ERISA attorneys and actuaries at their disposal. Smaller employer groups are offered fully insured medical insurance and pension & 401(k) programs with creative designs and superior service.

"There is Nothing More Valuable Than a Well Served Client." As the core principle of our mission statement every member of our firm lives by this statement which inspires us to develop even greater standards for client service and design.

Mission Statement: Louis C. Ciliberti & Associates Ltd strives to provide comprehensive financial services to wealthy entrepreneurs. Our personnel are educated and work with enthusiasm toward our goal to profitably provide sophisticated solutions for estate planning, wealth management, and employee benefits.
 

 

 

 
Securities offered through American Portfolios Financial Services, Inc. Member FINRA , SIPC. Advisory services offered
 through American Portfolios Advisors, Inc., a SEC Registered Investment Advisor.