Perennial Wealth Solutions is an independent financial services firm offering a wide array of financial solutions and advisory services. We offer a holistic approach to help individuals, families, and businesses achieve financial security and accomplish their financial goals. We are an independent financial practice affiliated with LPL Financial as our broker dealer. LPL is the largest independent broker dealer in the United States. A Fortune 500 company, LPL is partnered with over 1,100 financial institutions and holds over 1.4 trillion dollars in assets.
There are many places to turn when trying to take control of your financial future. It's important to consider whether the advice you're receiving is better for you or better for your advisor. Rest assured that the advisors at Perennial Wealth Solutions are fiduciaries, meaning that they are legally required to act in your best interest. Other advisors working for large institutions may face pressure to sell the products offered by their employers. This can take the form of sales quotas or incentives like bonuses. Those advisors may also be limited in the investment choices that they can offer to their clients. LPL poses none of these challenges for us here at Perennial Wealth since LPL doesn't offer their own proprietary products, so no quotas, sales incentives, or restrictions. This allows us to truly tailor your financial plan with your best interest in mind.
At Perennial Wealth, we provide personalized financial planning advice designed to help individuals, families, and business owners achieve long-term financial success. Our areas of expertise include tax reduction strategies, investment management, retirement and healthcare planning, and estate planning.
We take a collaborative, team-based approach - working alongside attorneys, CPAs, and other professionals. Our group creates integrated financial plans that align with your goals and adapt to your evolving needs. Whether you're planning for retirement, preserving wealth, or building a legacy, our experienced advisors are here to guide you every step of the way.
We leverage industry-leading financial technology to stay on the cutting edge - helping us better serve our clients and adapt to an ever-changing financial landscape. From advanced financial planning software that allows us to create detailed, personalized roadmaps, to sophisticated portfolio management tools that help us monitor and adjust your investments in real time, our technology enhances both precision and transparency in your financial life.
To ensure your data remains secure, we follow strict protocols, including a Branch Office Security Policy (BOSP) that is reviewed annually in coordination with LPL Financial's Compliance Department. Clients benefit from a user-friendly portal and mobile app equipped with two-factor authentication, allowing secure access to account information, reports, and updates anytime, anywhere. We also proactively monitor for cyber threats and fraud, implementing layers of cybersecurity protection to keep your personal and financial information safe.
As the founder of Perennial Wealth Solutions, Jared is thrilled to continue his work in financial services at LPL Financial. After earning his Bachelors in Business at Stony Brook University, Jared embarked on a mentorship at Northwestern Mutual to learn more about the profession. He later went on to work at Lincoln Financial and later, Allstate Financial Services for 9 years, earning the prestigious recognition of Best in Company in financial services.
Jared's passion for finance is deeply rooted. The spark began in early childhood when he started to collect rare coins from around the world. By the age of ten, he took an interest in the stock market. Around twelve, he knew that he wanted a career in finance. Today, Jared enjoys partnering with his clients, discussing their financial objectives, and building an action plan to help them achieve their goals. Perennial Wealth Solutions offers a wide array of services including household budgeting, insurance and investment strategies, retirement savings, and college savings plans.
When he's out of the office, Jared enjoys traveling, attending sporting events, and exploring new Thai restaurants with his son, Bradley. Being a scratch golfer, you can sometimes find him on the golf course striving for another hole-in-one.
Sister to Jared Peyster, Candice serves as the Director of Client Relations at Perennial Wealth Solutions. Candice resides in the Port Jefferson area. She earned both her bachelor's and master's degrees from Stony Brook University and previously worked in the education field.
Candice serves as both office manager and client liaison by handling scheduling, assisting with client documents, and other day-to-day operations. She is licensed in the fields of life, health,long term care, and disability insurance. She strives to offer the utmost client experience by providing timely responses and courteous service via phone, text and email.
When not working, Candice enjoys spending time with her family and friends. She loves traveling and exploring farmers markets, restaurants, coffee and bubble tea places, and anything historical.
Also hailing from the Three Village area, Greg De Tolla combines legal precision with financial strategy to serve the unique needs of individuals, families, business owners, and retirees. A graduate of Gettysburg College with a degree in Economics and a Juris Doctor from Touro Law, Greg began his career as a practicing estate planning attorney, where he developed deep expertise in trusts, wills, wealth transfer strategies, and business succession planning.
Greg offers clients a rare dual perspective - integrating sophisticated estate planning with personalized investment management. His background in probate and administration allows him to anticipate and navigate the complexities that often arise in legacy and wealth protection planning.
Clients value Greg's ability to translate complex legal and financial issues into clear, actionable strategies. Whether preserving wealth across generations, planning a business exit, or building a tax-efficient retirement plan, Greg serves as a trusted advisor with the insight to guide long-term success.
