Geller Private Wealth &Partners

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Melville, NY
Geller Private Wealth &Partners

Your Goals. Your Legacy. Thoughtful Strategies to Help Build and Protect Wealth. We treat your future with the same care we give our own. Todd J.

Geller set out to build a high-end boutique financial planning practice where advice feels genuinely personal and never transactional. At our practice, every client is deeply understood and thoughtfully guided with the same care and intention Todd would want for his own family. What began as a solo practice has grown into a close-knit team dedicated to supporting individuals and families through l

ife’s most important financial decisions—delivering the attentive, relationship-driven service that defines a truly customized wealth management experience. Our philosophy is simple: be accessible, thoughtful, and always focused on you. Visit www.gellerprivatewealth.com to learn more.

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Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA, SIPC. Please review our social media guidelines here: https://www.andpartners.com/social-media-guidelines/

06/04/2026

Happy 12th Birthday to Max and Tyler! 🎉🎂

Rich always talks about planning for the future—but we’re pretty sure nothing could have prepared him for raising twin boys!

Today we’re celebrating two incredible young men who have grown up way too fast. Wishing you both a year filled with adventure, laughter, great memories, and plenty of birthday cake.

Drop a 🎉 below to help us wish Max and Tyler a very happy 12th birthday!

06/02/2026

What’s driving the markets right now?

Join us for an exclusive virtual market update featuring insights from Goldman Sachs Wednesday June 24th at 11am.

If you are interested in attending, please RSVP by emailing [email protected]

05/25/2026

Wishing everyone a safe and meaningful Memorial Day as we reflect with gratitude today and always.

05/21/2026

Not all wealth is measured in numbers. ❤️

Sometimes it’s found in 30 years of marriage…
shared dreams…
family memories…
and anniversary trips to Italy with the person who’s been beside you through every chapter of life. 🇮🇹✨

Congratulations to Gerald and Jodi on celebrating such a beautiful milestone together. Gerald Kirschner Jodi Cohen Kirschner

05/20/2026

Today we celebrate National Be a Millionaire Day. 💰

But building wealth isn’t always about flashy moments.

More often, it’s built through consistent habits, long-term planning, and smart financial decisions over time.

No matter where you are in your financial journey, every step forward matters.

05/16/2026

Once a school is staffed with a rootEd adviser, students are 54% less likely to wind up in low-skill, low-paying jobs than before, according to rootEd data. Nearly 30% more graduates pursue college or career training after high school, and 27% more complete the Free Application for Federal Student A...

05/14/2026

Throwback Thursday ✨

People see the title.
Director of Investment Strategy.

But the most important title? Dad.

A little throwback to Rich making memories with his twin boys at Universal Studios last month.

Because true wealth isn’t just about what’s in your accounts…
It’s having the freedom to spend moments like these with the people you love most.

Richard Rubin

05/11/2026

May 9th marked our 1 year anniversary.

Thank you to all of our clients for your trust, support, and continued relationships throughout this past year. We’re so grateful to celebrate this milestone with you! ✨

05/10/2026

Happy Mother’s Day to all of the amazing moms and mother figures we are so grateful for today and every day. 💐

Wishing you a day filled with love, happiness, and time with the people who matter most. ❤️

— Your family at Geller Private Wealth & Partners

Address

534 Broadhollow Road, Suite 245
Melville, NY
11747

Website

https://www.gellerprivatewealth.com/

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