Connecting your entire financial world
The Empire Group
800-480-8826
58 South Service Road
Suite 310
Melville, NY 11747
“We take the time to gain an understanding of you and your family so we can connect all aspects of your financial life.”
— The Empire Group
The Empire Group is an experienced team of multigenerational professionals, focusing intently on your specific needs throughout your lifetime. With our extensive business experience, we combine financial planning with discretionary investment management. We deliver financial services with the highest standard of professionalism.
With our disciplined process and a commitment to each generation, our clients and their families trust us to work closely with them to help shape their financial future and meet their goals and objectives.
Financial planning
How we can integrate all aspects of your financial life into one plan
In today’s world, you should understand how all aspects of your life can affect your financial future. Our goal is to provide you with a clear and consistent approach to managing your wealth.
Our long term planning process begins with a series of meaningful conversations focusing on understanding you, your values and your goals. This results in the construction of a comprehensive plan that serves as a roadmap for reaching your objectives.
Investment management
How we help make sure your wealth is protected
We provide access to a platform of global financial solutions. We structure your portfolio based on time-tested methodologies. We utilize asset allocation and rebalancing strategies and take into account your specific risk tolerance and time horizon.
Tailored service
How we can work together
Our goal is to help simplify your financial life with a clear and consistent approach to managing your wealth. By offering high-touch service, we bring together the boutique solutions of a dedicated team with the resources of UBS Financial Services, one of the world’s largest wealth management firms.
Our process
A comprehensive wealth planning process
No matter what phase of life you are in or the complexity of your financial needs, we offer a disciplined process designed to work with you right now.
Our perspectives
Insights