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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

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.

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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Shows how high-income earners can create tax-free retirement income via workplace plans.

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Life Insurance for Two

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

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Tax-Deferred Savings

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

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