Areas We Serve

Guiding Your Journey To Financial Independence

In skiing and other snow sports, traverse means a controlled passage from one side of the slope to the other. At Traverse Capital Management, we apply this concept to our governing philosophies in working with our clients. Becoming financially independent is a journey, and our clients have important goals around retirement and other areas. Our job is to be your guide on that voyage, to help make it a smooth and productive experience.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Regions

• Long Island
• Suburban New Jersey
• Suburban Connecticut
• Tri-state area
• Metro New York
  

Counties

• Nassau
• Suffolk
• Queens
  

Towns

• Huntington (office location)
• All Long Island towns
  • Albertson
  • Amagansett
  • Amityville
  • Aquebogue
  • Atlantic Beach
  • Babylon
  • Baldwin
  • Bayport
  • Bayshore
  • Bayville
  • Bellerose Terrace
  • Bellmore
  • Bellport
  • Bethpage
  • Blue Point
  • Bohemia
  • Brentwood
  • Bridgehampton
  • Brightwaters
  • Brookhaven
  • Brookville
  • Calverton
  • Carle Place
  • Cedarhurst
  • Center Moriches
  • Centereach
  • Centerport
  • Central Islip
  • Cold Spring Harbor
  • Commack
  • Copiague
  • Coram
  • Cutchogue
  • Deer Park
  • Dix Hills
  • East Hampton
  • East Islip
  • East Marion
  • East Meadow
  • East Moriches
  • East Northport
  • East Norwich
  • East Patchogue
  • East Quogue
  • East Rockaway
  • East Setauket
  • Eastport
  • Elmont
  • Elwood
  • Farmingdale
  • Farmingville
  • Fishers Island
  • Floral Park
  • Franklin Square
  • Freeport
  • Garden City
  • Glen Head
  • Glenwood Landing
  • Great Neck
  • Great River
  • Greenlawn
  • Greenport
  • Greenvale
  • Hampton Bays
  • Hauppauge
  • Hempstead
  • Hewlett
  • Hicksville
  • Holbrook
  • Holtsville
  • Huntington
  • Huntington Station
  • Inwood
  • Island Park
  • Islandia
  • Islip
  • Islip Terrance
  • Jamesport
  • Jericho
  • Kings Park
  • Kings Point
  • Lake Grove
  • Laurel
  • Lawrence
  • Levittown
  • Lindenhurst
  • Lloyd Harbor
  • Locust Valley
  • Lynbrook
  • Malverne
  • Manhasset
  • Manorville
  • Massapequa
  • Massapequa Park
  • Mastic
  • Mastic Beach
  • Mattituck
  • Medford
  • Melville
  • Merrick
  • Middle Island
  • Mill Neck
  • Miller Place
  • Mineola
  • Montauk
  • Moriches
  • Mount Sinai
  • Nesconset
  • New Hyde Park
  • New Suffolk
  • North Amityville
  • North Babylon
  • North Lynbrook
  • North New Hyde Park
  • North Patchogue
  • North Valley Stream
  • North Woodmere
  • Northport
  • Oakdale
  • Ocean Beach
  • Oceanside
  • Old Bethpage
  • Old Westbury
  • Orient
  • Oyster Bay
  • Patchogue
  • Peconic
  • Plainview
  • Point Lookout
  • Port Jefferson
  • Port Jefferson Station
  • Port Washington
  • Quogue
  • Remsenburg
  • Ridge
  • Riverhead
  • Rockville Centre
  • Rocky Point
  • Ronkonkoma
  • Roosevelt
  • Roslyn
  • Roslyn Heights
  • Sag Harbor
  • Sagaponack
  • Saint James
  • Sands Point
  • Sayville
  • Sea Cliff
  • Seaford
  • Selden
  • Shelter Island
  • Shelter Island Heights
  • Shirley
  • Shoreham
  • Smithtown
  • Sound Beach
  • South Hempstead
  • South Jamesport
  • Southampton
  • Southold
  • Speonk
  • Stony Brook
  • Syosset
  • Uniondale
  • Upton
  • Valley Stream
  • Wading River
  • Wainscott
  • Wantagh
  • Water Mill
  • West Babylon
  • West Hempstead
  • West Islip
  • West Sayville
  • Westbury
  • Westhampton
  • Westhampton Beach
  • Williston Park
  • Woodbury
  • Woodmere
  • Wyandanch
  • Yaphank