Flagship Wealth Planning

07/19/2026

🎂 Join us in wishing a very Happy Birthday to Flagship's founder! 🎉

Happy Birthday, Mark! We're grateful to have you steering the ship.
Wishing you a day packed with happiness, great memories, and all your favorite things.

07/17/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

07/02/2026

Living below your means isn’t about restriction, it’s about freedom. The gap between what you earn and what you spend is where your wealth is built. Get this right, and you give yourself the power to grow, invest, and live life on your terms.

06/30/2026

How much risk should I be taking right now?
This is one of the most common questions we hear, especially during uncertain markets. The answer isn’t about timing the market… it’s about aligning your portfolio with your goals, time horizon, and comfort level.
Risk should feel appropriate, not overwhelming. It should adjust as your life and priorities evolve.

06/28/2026

Today we’re celebrating Chris Skutnik’s three-year anniversary with Flagship Wealth Planning. Chris is an outstanding advisor and a valued member of our team, consistently demonstrating dedication, professionalism, and a genuine commitment to both clients and colleagues.

We’re grateful to have you as part of the team and are excited to see all that you’ll continue to accomplish in the years ahead.👏

06/26/2026

We’ve been getting a lot of questions lately about a high-profile company and its recent initial public offering (IPO.) Our general approach with newly public companies is to exercise patience – IPOs can trade above a reasonable valuation based on hype and the fact that early investors are not allowed to sell their shares for a period known as a lockup which typically lasts six months. Please reach out if you would like to talk about how IPOs can fit into your investment strategy.

06/25/2026

Financial Planning Tip
Planning for retirement doesn’t have to be overwhelming. Start simple and early:
1. Know Your Number – Estimate how much you’ll need
2. Make Contributions – Take advantage of employer plans and tax benefits
3. Stay Consistent – Time in the market matters more than timing the market

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.
https://bit.ly/4tPeaVu

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.