Perillo Wealth Management
When time permits Steven is a avid golfer and enjoys the competitive nature of the game as well as the time to interact with clients and friends on the course.
With over 17 years of industry experience Steven brings a wealth of knowledge to clients and their family members to aid in the difficult task of retirement planning. Steven provides personalized wealth management solutions for individuals, families and business owners as he designs, implements and monitors customized investment strategies with a focus for clients long term objectives and cash flo
06/18/2026
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
Encore Careers: Push Your Boundaries Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.
06/16/2026
Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the history of bull and bear markets.
Bull & Bear Markets: A Timeline This helpful infographic will define bull and bear markets, as well as give a historical overview.
Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.
06/14/2026
Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.
The Most Overlooked Item of Any Home Improvement The item most homeowners forget on their home improvement project checklist is insurance.
06/13/2026
Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.
How Compound Interest Works Explore how compound interest can grow your money over time with this interactive tool.
06/12/2026
Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.
Do Our Biases Affect Our Financial Choices? Even the most seasoned investors have biases affecting their financial choices.
06/11/2026
Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.
College Savings See how much you may need to save now to cover future college costs for your child.
06/10/2026
Looking ahead can help female investors conquer these unique obstacles. You can learn more here.
Conquering Retirement Challenges for Women Looking ahead can help you conquer these unique obstacles.
06/09/2026
What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.
What If Your Kids Decide Against College? Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
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900 South Avenue Suite 1
Staten Island, NY
10314