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Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Tailored Wealth Management

Your choice for Financial Services

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Kamerick Rampersad

Kamerick "Kim" O. Rampersad CLTC®, LUTCF®

Financial Advisor & Investment Advisory Representative

(516) 677-5032

(516) 677-6220

kamerick_rampersad@wagllc.com

I bring the skills, knowledge, and experience needed to address business owners’ most pressing financial concerns. My work focuses on analyzing retirement plan efficiency, designing benefit strategies that help attract and retain...
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Where Do You Want To Go? We'll Get There, Together.

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

Estate Planning

Estate Planning

We help you protect your legacy and ensure your assets are passed on according to your wishes.

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Insurance Planning

Insurance Planning

We build protection strategies designed to help safeguard your income, family, and financial future.

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Investment Planning

Investment Planning

We provide guidance to align your investments with your goals, time horizon, and risk comfort.

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Money Management

Money Management

We help you organize and manage your finances to support confident, informed decisions.

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Retirement Planning

Retirement Planning

We help you prepare for retirement with a focus on income, protection, and long-term confidence.

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Tax Planning

Tax Planning

We help identify tax-efficient strategies so more of what you earn supports your long-term goals.

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Your goals are our goals.

Your goals are our goals.

We provide products and services for individuals and businesses designed to support your financial goals at every stage. Our team works together in your best interest, with your goals guiding every recommendation and decision.

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