Wealth Management is our Passion

Islip + Company provides wealth management advisory services for ourselves and our clients. Wealth management is were we bring together financial planning, investment portfolio management and a number of aggregated financial services. High net worth individuals, (That's everybody we know if you take the Obama High net worth definition) small business owners and families who desire the assistance of a credentialed financial advisory specialist call upon us to coordinate retail banking, estate planning, legal resources, tax preparation and investment management.

As wealth managers we are independent professionals who works to enhance the income, growth and tax favored treatment of long-term investor clients.

We have accumulated a significant amount of wealth for wealth management strategies. As trusted independent wealth managers we use our experience in estate planning, risk management, and our expertise with tax and legal specialists, to manage the diverse holdings of high net worth clients. Remember anybody with over $250,000 according to the Obama administration.

The events of 2008 in the financial markets caused investors to address concerns within their portfolios. "The past 18 months have challenged traditional thinking about investing and asset allocation, diversification, and correlation. For individual investors, risk tolerances have been tested, investment assumptions have been overturned, and fundamental truisms have been questioned."

For this reason as wealth managers we are prepared to respond to a greater need by clients to understand, access, and communicate with us regarding their current relationship as well as the products and services that may satisfy future needs. Moreover, we must must have sufficient information, from objective sources, regarding all products and services owned by their clients to answer inquiries regarding performance and degree of risk-at the client, portfolio and individual security levels. "This state of affairs poses a dilemma and an opportunity for wealth managers, who, for a generation, have adhered to the core principles of asset allocation and earned their keep by preaching the mantras of 'buy and hold', 'invest for the long term', and when things get tough, 'stay the course'.”

Your First Source for Sound Advice

Our founder, Lloyd V. Islip, began this firm in 1958, dedicated to the success of his clients with the philosophy of personal involvement as a tenet of the practice. And, 52 years later, that tenet still rings true. Together with his son, Pat Islip, CPA, and their professional associates, they have more than 100 years of combined experience helping clients increase cash flow, minimize tax liabilities, manage regulations, keep accurate books, and invest effectively and efficiently.

As you can see, we will do more than complete forms for you. We have the knowledge and the experience to help you growth and prosper — and keep you in line with the multitude of regulations you face daily.

Services for You and Your Family

Beyond you, we know that you and your family deserve expert financial guidance. That's why we are available to consult with you on personal financial planning, including estate, retirement, and trust planing. You and your family's future rests on the type of solid advice Islip + Company has become trusted for since 1958.

Always There for You, Always Involved

In keeping with the tenets set up by Lloyd V. Islip over 52 years ago, each of our experienced certified public accountants is committed to you — always patient, always supportive, always empowering. Our fees are historically among the more reasonable in town, plus we make it a point to keep convenient hours, coming to your office to make your life a bit easier. We welcome you to call us and arrange a complimentary consultation to determine how we might be of assistance to you.