CONTACT INFORMATION:
Manhattan Location
225 W35th St, 5th FL New York, NY 10001
Phone:
(212) 736-0055
Stamford Location
350 Bedford St, Ste 303 Stamford, CT 06902
Phone: (203) 356-1061
Long Island Location
487 Jericho Turnpike, Syosset, NY 11791
Phone: (212) 736-0055
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225 W 35th St, 5th FL., NY 10001
— Advisory Services
Our Asset Protection Services in Washington D.C. are crafted to help defend your wealth against legal and financial exposure while supporting your long-term growth strategy. Whether you're a policy consultant on K Street or managing generational assets in Georgetown, our plans are tailored to suit D.C.'s high-stakes financial and regulatory environment.
OUR SERVICE
P&N's
Presti & Naegele works with individuals and businesses throughout Washington D.C., delivering strategic, personalized advisory services. Our approach is rooted in partnership, offering the insight and support needed to maintain financial security over time.
In a city as complex and fast-moving as Washington D.C., your asset protection strategy must be built for agility. Our experienced professionals design customized solutions that address current risks while remaining flexible for what’s ahead.
Every plan begins with a comprehensive assessment of your finances to identify potential gaps. We then implement a strategy combining legal structures, tax-focused planning, and estate integration to ensure your assets are properly protected.
Our asset protection approach in Washington D.C. includes legal structuring, tax strategy, and estate planning designed to function cohesively. These elements provide protection today and lay the groundwork for a legacy that extends into future generations.
We don’t treat your plan as set in stone. In a city like D.C., where regulations and financial dynamics can shift rapidly, we continuously adapt your protection strategy. Ongoing updates ensure it evolves in sync with your needs and the broader financial landscape.
Our plans reflect the complexity of D.C.’s environment—balancing compliance, flexibility, and long-term thinking to help protect what matters most to you.
When you work with Presti & Naegele for asset protection in Washington D.C., you gain a trusted advisor committed to your financial future. We provide tailored strategies, consistent support, and clear guidance every step of the way.
Our goal is to keep you informed and prepared—so you can move forward with confidence in your financial protection.
Our Asset Protection Services begin with a holistic risk assessment and a deep analysis of your financial situation. From there, we develop a personalized strategy that includes legal structuring, tax-efficient planning, and estate planning integration to safeguard your wealth comprehensively.
We recognize that each financial situation is unique. Our team crafts dynamic, customized strategies based on a thorough understanding of your goals, financial landscape, and potential vulnerabilities. This personalized approach ensures your plan evolves with your needs and the ever-changing financial environment.
Yes. Asset protection is not a one-time solution—it requires continual oversight. We provide proactive, ongoing monitoring to reassess risks and make timely adjustments, ensuring your plan remains effective as your circumstances and the financial landscape shift.
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Tailored Solutions for Financial Success
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P&N INDUSTRIES
Industries We Serve
Our firm consists of an extensive team of highly specialized professionals that are intimately familiar with the industries they work in and the customers they serve.
MORE THAN JUST ACCOUNTING
Great Clients
Awesome Reviews
Discover the transformative experiences shared by our satisfied clients. In their own words, they highlight the impact of Presti & Naegele's expert tax services, client accounting precision, and strategic guidance on their financial success. Read our reviews to gain insights into the personalized and enduring partnerships we've forged.
I have had my business for more than 10 years and struggled through several *truly awful* accountants. I found Presti & Naegele about 5 years ago and have never looked back. They are a life-changing breath of fresh air and they will be my accountants for as long as I live.
Andy and the whole Presti Naegele team have been game changers as accountants for our business. My previous accountant was very hands-off and not accessible. Andy and his team are always available, willing and able to roll up their sleeves no matter what we throw at them. Highly recommend - do NOT hesitate to work with them!
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