Business Details
Your Trusted Financial Planning Partner in Long Island
At PPS Advisors, we begin every relationship by understanding your unique aspirations, whether you're planning for retirement, educating future generations, or preserving wealth. For over 30 years, we've remained committed to fiduciary management, delivering tailored solutions that balance life goals with future preparedness. Our approach prioritizes trust and empathy, building personal relationships to meet your financial objectives.We focus on learning your personal situation, identifying dreams, and creating actionable plans to achieve them. Our clients benefit from hands-on guidance in accumulating wealth, retirement planning, and legacy creation. With a foundation of experience and a commitment to transparency, we help clients design paths for long-term financial success.
Services
Wealth Management
Retirement Planning
Estate Planning
Risk Management
Tax Strategies
Investment Advisory
Multigenerational Planning
Portfolio Management
Financial Education
Legacy Creation
Highlights and features
- We operate as fiduciaries, always prioritizing client interests above all else.
- Our tailored financial strategies address both immediate needs and long-term goals.
- 30+ years of combined experience in fiduciary financial planning and wealth management.
- We maintain transparent communication through quarterly check-ins and annual reviews.
- Our team includes CERTIFIED FINANCIAL PLANNER professionals with specialized designations.
Associations and certifications
- CFP Board of Standards
What people say
Fiduciary commitment
Tailored solutions
Experienced team
Transparent communication
Long-term planning focus
Services
Wealth Management
Our wealth management services create comprehensive strategies for affluent families and business owners. We focus on portfolio optimization, tax-efficient investing, and long-term growth while maintaining personalized service. Clients benefit from our fiduciary approach and market expertise. Our team helps clients navigate complex financial situations through customized investment solutions.
Retirement Planning
We develop tailored retirement plans considering income needs, tax implications, and lifestyle goals. Our approach includes Social Security optimization, withdrawal strategies, and sustainable income planning. Clients receive ongoing guidance to adapt plans as market conditions and personal circumstances change.
Estate Planning
Our estate planning integrates legal and financial strategies to preserve wealth across generations. We coordinate with attorneys to implement trusts, wills, and tax-efficient transfer methods. The service addresses probate avoidance, charitable giving, and family legacy considerations.
Risk Management
We assess insurance needs through comprehensive risk analysis. Our approach covers life, disability, and long-term care insurance solutions. Clients receive objective recommendations to protect against financial vulnerabilities while avoiding unnecessary coverage.
Multigenerational Planning
This service coordinates complex financial needs across family generations. We address business succession, educational funding, and intergenerational wealth transfer. Our team helps families implement strategies that align with their values and long-term objectives.
People
Lawrence Passaretti
Founder, Chief Executive Officer, Chief Investment Officer
With over 30 years in financial services, Lawrence provides investment strategies and client guidance. He previously worked at AXA Advisors and maintains active client relationships while leading the investment team.
Gus Catanzaro
Chief Operating Officer
Gus oversees firm operations and client service delivery with 30+ years of financial experience. He previously served at AXA Advisors and holds a Wharton retirement planning certificate while serving on industry advisory councils.
Colette Frey-Bitzas
Director of Financial Planning
A CFP professional since 1990, Colette specializes in behavioral finance and long-term care planning. She holds multiple degrees and serves on local business and healthcare advisory boards while managing client financial plans.
Patrick Passaretti
Investment Advisor Representative
This CFP professional focuses on automating financial systems for clients. He holds securities licenses and works with families on wealth organization strategies while contributing to industry advisory councils.
Nicole Wood
Investment Advisor Representative
As a CFP, Nicole specializes in helping clients at all life stages through personalized planning. She holds multiple securities licenses and contributes to financial education initiatives while managing client portfolios.
Questions
Are you a fiduciary financial advisor?
Yes, we are fiduciaries who always prioritize your best interests above all else.
Do you offer virtual financial planning services?
We work with clients through in-person meetings, video calls, or phone conferences as preferred.
How does PPS Advisors charge for services?
We offer transparent compensation through asset management fees, financial planning fees, or commission products.
Is there a minimum investment requirement?
No, we work with clients at all life stages without minimum investable asset requirements.
How often will we review my financial plan?
We require annual reviews with quarterly check-ins and additional meetings during major life changes.
What makes a CERTIFIED FINANCIAL PLANNER different?
CFP professionals meet rigorous education, experience, and ethical standards set by the CFP Board.
