Melville, NY CPA / Kweit, Mantell & DeLucia, LLP


Client Portal:  

We are your advisor...

Building and preserving your personal wealth requires specialized attention. Our firm provides guidance to you and  your advisors to creating a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

As an independent advisor we will work with you and your financial planner to help you...

  • Save enough for a comfortable retirement

  • Pay for your child's college education 

  • Protect your family in case of you become disabled 

  • Achieve your investment goals 

  • Leave a legacy for your heirs                                                                                                           
  • Have the resources to make wise financial decisions


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