Wealth Management Solutions, LLC

CONNECT

Address:

700 Veterans Memorial Highway Suite 205
Hauppauge, NY 11788

Phone:

(631) 382-5012

Fax/Other:

(631) 980-7639

Meet the Partners

Peter T. Lawrence, CFP, ChFC
Certified Financial Planner

Peter Lawrence is a Co-Founder and Partner of Wealth Management Solutions with over 21 years experience in the Financial Services field. Over the years, his firm has helped hundreds of parents send their children to expensive private and state universities they never thought they could afford.  Peter is well recognized for his knowledge and experience in the fields of College Planning, Long-Term Care, Wealth, and Estate Preservation, appearing on News 12 Long Island and the CNBC Morning Show.   As a Certified Financial Planner, Chartered Financial Consultant and Licensed Mortgage Consultant, Peter has presented workshops and seminars across Long Island on Education Funding, Long-Term Care Planning, and Retirement Planning.  He has been able to successfully articulate a very clear message about the importance of planning ahead to well over 1,000 consumers.  Peter currently holds his Series 7, 63, 65 and 24 registrations, as well as several State Insurance licenses.  Peter's qualifications and experience will help you create successful strategies for your individual needs.    


        


 John Cahill, CFP
 Certified Financial Planner
                        
John Cahill is a Co-Founder and Partner of Wealth Management Solutions with over 18 years experience in the Financial Planning field. He carries securities registrations as well as State Life and Health insurance licenses. John has been through many training programs and has extensive knowledge and experience in the field of College Planning. John's other areas of experience include Long Term Care Planning, Estate Preservation, Retirement, and Investment Planning, as well as Conventional, and Reverse Mortgages. John holds the Certified Financial Planner designation which helps him meet his client's many needs. A noted speaker, John has conducted hundreds of workshops on topics such as Long Term Care, Financial Aid, and Investment Planning.  John's knowledge and experience can help you tailor solutions to your financial needs.


 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck