top of page
logo for my financial advisor website, the text and art forground should be black and the

200 South Service Road
Roslyn Heights, NY 11577

Phone:

516 466.7462

Fax:

516 466.7464

July 2026

"Howard Ginsberg was Voted a Best of Long Island CPA / Accountant by the LI Press."

Ginsberg Wealth Management, LLC offers personalized wealth management strategies to help meet our clients' financial life goals.

We hope to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this site to help you gain a better understanding of the financial concepts behind investing, insurance, retirement planning, taxes and wealth preservation. Most important, we hope you see the value of working with a skilled independent fiduciary financial advisor to pursue your plan.

We appreciate the chance to educate our clients about values-based financial life planning and to help them learn more about who we are and how we can help them.

If you have investable assets of over $500,000 and would like to discuss your financial future, please call or email our Roslyn, Long Island, New York office.

Information on our Accounting and Tax Return CPA Services is available here

Howard Ginsberg, CPA Named Top Financial Advisor for 16 Straight Years

Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

​

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

bottom of page