Flagship Wealth Planning

05/22/2026

Join us in celebrating Mark Grossmann, who has been named to the 2026 Forbes Best-in-State Wealth Advisors list. Congratulations, Mark! All of us at Flagship Wealth Planning share your commitment to building genuine relationships with our clients and providing them with the experience they deserve. Thank you to all of our loyal clients – we are honored to be part of your lives.
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Grow your financial confidence with the help of Flagship Wealth Planning. Learn how our team operates as part of the community in Jericho, NY

04/24/2026

🎉 Welcome to the Team, Kyle! 🎉
We're pleased to welcome Kyle Delmaestro to Flagship Wealth Planning as our newest Client Relationship Manager. Kyle joins us with a strong background in financial services, having spent the past four years at Bernstein Private Wealth Management as a Senior Associate Portfolio Manager and Team Lead. During his time there, he led the team responsible for investment management and implementation for Private Wealth accounts, building deep experience in both client service and portfolio ex*****on.
Kyle began his career at Bernstein directly after graduating from Skidmore College in 2022, where he earned a degree in Business Management and Administration. A true team player—both in and out of the office—Kyle was also a four-year member of the Varsity Ice Hockey Team during his time at Skidmore.
Originally from the area, Kyle now lives in Dix Hills, NY, with his two dogs. Outside of work, he enjoys staying active through working out, hiking, and spending as much time outdoors as possible.
Please join us in giving Kyle a warm welcome—we’re excited to have him on board and look forward to the value he’ll bring to our clients and team!

04/16/2026

Big congratulations to Robin Geltman on 14 years with Flagship Wealth Planning!
Your commitment, reliability, and positive attitude have meant more than we can put into words. Thank you for everything you do—today we celebrate you and all you bring to the team.

04/14/2026

🎂🎈 Robin's celebration week kicks off with her birthday...
Thank you for always keeping us all on track. We appreciate you more than words can say and hope your special day is filled with laughter, happiness, and of course cake!

03/30/2026

Happy Birthday, Gerard! 🎉

We’re grateful to have you as part of our team and hope this year brings you happiness, success, and plenty of reasons to celebrate.

Join us in wishing Gerard a fantastic birthday! 🎂

03/27/2026

Recent developments in the Middle East have created heightened global uncertainty, including for U.S. investors and consumers. Ameriprise Financial Chief Economist Russell Price offers perspective on how the conflict in Iran may influence the markets and U.S. economy.

03/13/2026

🌟 Celebrating One Year! 🌟
Today we celebrate Jen Bracey and her one-year work anniversary! From day one, she jumped right in, raised the bar, and made an impact that usually takes years to build.
Her dedication, positive energy, and ability to make everyone around her better have made her an essential part of our success. We’re grateful for everything she’s brought to the team and excited for all that’s ahead.
Please join me in congratulating Jen on an amazing first year — and many more to come!

02/24/2026

As there are more and more articles like this one coming out every day, we are receiving a lot of questions from clients about Trump accounts for children. While you can currently fill out the IRS form mentioned in this article to register, you will not be able to open an account through a financial institution until July 5th (subject to change.)

Families have signed up about 3 million kids for Trump accounts, Treasury Secretary Scott Bessent said Friday.

02/09/2026

All of us at Flagship Wealth Planning are excited to share that Mark Grossmann has been named to the Circle of Success – a distinction reserved for Ameriprise Financial’s top advisors. Please join us in congratulating Mark!

Grow your financial confidence with the help of Flagship Wealth Planning. Learn how our team operates as part of the community in Jericho, NY

02/06/2026

While nothing can replace a good personalized financial plan, here are some great rules of thumb when it comes to building wealth.

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