Define your Risk Number

The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision making process.

Free Portfolio Risk Analysis

Schedule a Consultation

Speak with our licensed professionals to learn more about your options.

Click Here to Schedule a Consultation

All Calculators

Calculate your RMD, estimate your taxes, calculate paying off debt and more all on our calculators page.

Learn how to stay calm amidst Market Volatility

In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.

You deserve a strategy that adapts to your needs.

Every financial plan we create is individualized to meet your needs. Our process through our first meeting is to truly learn about you and what your concerns are. Watch our DanDarah Wealth Management Video to get to know the team

DanDarah Wealth Management

Meet Our Experienced Advisors

Domenick D'Andrea, AIF®, CRC®, CPFA™

Domenick D'Andrea, AIF®, CRC®, CPFA™

Financial Advisor

516-794-4907

domenick.dandrea@ceterainvestors.com

Cooper D'Andrea

Cooper D'Andrea

Chief Rollover Specialist

DanDarah Wealth Management

DanDarah Wealth Management

Stephan Shatarah, CRC®, CPFA™

Stephan Shatarah, CRC®, CPFA™

Financial Advisor

516-794-4907

stephan.shatarah@ceterainvestors.com

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Building Wealth

We create strategies that are tailored to your needs and goals.

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Maximizing Retirement Income

Years of experience have prepared us to guide you through your life transitions.

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Wealth Protection

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Where Is the Market Headed?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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