Port Washington Chamber of Commerce Supporters
First, thank you for checking out my website and learning more about your local wealth management options. We're proud supporters of the PW CoC and Port Washington's local businesses.
Great Hill Advisory specializes in working with High Net Worth Families and Entrepreneurs providing Investment Management, Income Tax Planning and Preparation and Estate Planning reviews and recommendations. Essentially we like to be the one stop shop for all our clients financial needs and are very happy to coordinate with our clients other long term advisors to make sure everyone is working towards the same goals.
Corey started Great Hill Advisory in 2016 after spending 15 years in the financial services industry working for various insurance, income tax, investment and wealth management firms. Unhappy with biased financial recommendations, poor personal service and lack of coordinated planning, Great Hill was founded to work for the families that retained us and finally give them an option of having truly unbiased advice.
Originally from Massachusetts, and spending most of his time growing up on the shores of Buzzards Bay, in 2013 Corey and his family moved to New York so he could head the private client group of a large RIA in Manhattan. When considering places to live Port Washington was on the short list of options and he is very happy with ultimately deciding to live here. Now with an office located on Main St and a home in Baxter estates, Corey couldn't have chosen a better town to live in, grow his business and raise his family.
I look forward to seeing you at a Chamber meeting or around town soon.
Corey Peterson, CFP