Let’s Start the Conversation
Whether you have questions, need expert tax advice, financial planning guidance, or small business support—our team is here to help. No pressure, just clear answers and personalized support you can trust.
Schedule a time that works for you—
we’re ready when you are.
Let’s Start the Conversation
Whether you have questions, need expert tax advice, financial planning guidance, or small business support—our team is here to help. No pressure, just clear answers and personalized support you can trust.
Schedule a time that works for you—
we’re ready when you are.
📞 Talk to a Real Person
Have questions? Need clarification? We’re just a call or message away. We believe in clear answers, fast responses, and long-term partnerships.
🗓️ Book a Free Consultation
We believe in clarity, integrity, and long-term partnerships. Our approach isn’t about one-time fixes—it’s about building lifelong financial confidence. Every client we serve receives tailored advice that matches their goals, risk tolerance, and current situation.
You can book a consultation on the calendar below.
📍 Office Location
LI Wealth Management Inc.
1 Huntington Quad, Ste 1C07
Melville, NY 11747
💬 Or Simply Fill Out the Form Below
✅ Trust. Clarity. Action.
You’re not just filling out a form—you’re starting a conversation that could change your financial future. We’re honored to be part of your journey.
You're in Good Hands
We know financial decisions can feel overwhelming—that’s why we’re committed to making the process simple, transparent, and tailored to your goals. Whether it’s a quick question or the first step in a long-term partnership, we’re here for you.
We know financial decisions can feel overwhelming—that’s why we’re committed to making the process simple, transparent, and tailored to your goals. Whether it’s a quick question or the first step in a long-term partnership, we’re here for you.
