What are some popular wealth management services?

Wealth management services offered by a skilled wealth manager in Irvington, NY can help clients achieve their financial goals and secure their financial future. The services provided by a wealth manager in Irvington, NY are diverse and complex, ranging from investment management to tax planning and estate planning. Irvington, NY is a unique location that offers a rich history and a charming small-town feel, making it an ideal place for many affluent individuals to call home. A wealth manager in Irvington, NY can leverage their knowledge of the local economy and financial landscape to help clients maximize their wealth and minimize their tax liabilities. They can also provide guidance on charitable giving and philanthropic endeavors, helping clients give back to the community they call home. In short, a wealth manager in Irvington, NY can provide a comprehensive suite of services that are tailored to the needs of each individual client, helping them achieve their unique financial goals and aspirations.

What are people saying about wealth management services in Irvington, NY?

Irvington, NY is a haven for those seeking a reliable wealth manager. The town's rich history and picturesque landscape offer a sense of tranquility and stability that is reflected in the services provided by its financial professionals. The town's proximity to New York City provides access to a bustling financial hub, while its small-town charm ensures personalized attention and a focus on building long-term relationships. Additionally, Irvington's commitment to sustainability and environmental responsibility is reflected in the investment strategies of its wealth managers, who prioritize socially responsible investing. With a wealth of experience and expertise, Irvington's financial professionals offer a unique blend of sophistication and personalized attention that make them the ideal choice for anyone seeking to grow and protect their wealth.

What does a wealth manager do?

A wealth manager in Irvington, NY is a financial professional who provides personalized investment and financial planning services to high net worth clients. These professionals are experts in managing and growing their clients' wealth, while also mitigating risks and minimizing taxes. Irvington, NY is a picturesque village located in Westchester County, known for its historic architecture, scenic Hudson River views, and vibrant arts scene. Wealth managers in Irvington work closely with their clients to understand their unique financial goals and develop a comprehensive plan to achieve them. They utilize a wide range of investment strategies, including stocks, bonds, and alternative investments, to build diversified portfolios tailored to their clients' needs. Additionally, they provide ongoing advice and guidance to help their clients navigate complex financial decisions and adapt to changing market conditions. Overall, a wealth manager in Irvington, NY plays a critical role in helping high net worth individuals achieve their financial goals and secure their financial future.

When should you get a wealth manager?

Irvington, NY residents should consider reaching out to a wealth manager when they find themselves in a position of financial complexity. As a village located on the eastern bank of the Hudson River, Irvington is home to a diverse community of individuals with varying financial needs and goals. Whether it's navigating the complexities of estate planning or managing investments for retirement, a skilled wealth manager can provide invaluable guidance and support. With their in-depth knowledge of financial markets and investment strategies, a wealth manager can help Irvington residents achieve their financial objectives while mitigating risk and maximizing returns. So, if you're looking for expert financial advice and support in Irvington, NY, consider reaching out to a trusted wealth manager to help you navigate the complex world of finance.

How do I choose the right wealth manager?

A successful wealth manager in Irvington, NY must possess a diverse set of qualities that enable them to navigate the unique financial landscape of this affluent community. Firstly, they must be highly analytical and possess a deep understanding of investment strategies. This is critical in order to provide clients with tailored advice that aligns with their specific financial goals. Additionally, they must possess excellent communication skills, as they will be required to explain complex financial concepts to clients in a clear and concise manner. Furthermore, they must be able to adapt to the ever-changing financial landscape and stay up-to-date with the latest market trends and developments. In Irvington specifically, a wealth manager must also be familiar with the local tax laws and regulations that impact their clients' financial planning. This requires a deep understanding of the unique financial and legal landscape of Irvington, which is known for its high net worth residents and thriving business community.

What are the best wealth management firms in Irvington, NY?

Irvington, NY is home to several top wealth management firms that cater to high-net-worth individuals and families. These firms provide a range of services from investment management to financial planning and estate planning. One such firm is located in the heart of Irvington's historic district, nestled among the town's charming boutiques and restaurants. This firm has a reputation for its expertise in socially responsible investing, helping clients align their financial goals with their values. With its picturesque location and commitment to responsible investing, this firm embodies the unique blend of old-world charm and modern innovation that characterizes Irvington, NY.

How do wealth managers get paid?

Wealth managers in Irvington, NY are compensated in a variety of ways. One common method is through a fee-based structure, where clients pay a percentage of their assets under management. Another approach is through commission-based compensation, where advisors earn a percentage of the investments they sell to clients. Additionally, some wealth managers may receive bonuses or incentives based on their performance or the performance of their clients' portfolios. In Irvington, NY specifically, wealth managers may also receive compensation through referrals from other professionals in the community, such as attorneys or accountants. This tight-knit network of professionals allows for a collaborative approach to wealth management, where advisors can work together to provide comprehensive solutions for their clients.

Find the Best Wealth Management Services in Irvington, NY

Connect With a Wealth Manager

List of Firms

Irvington, NY Wealth Management Firms

Schultze Asset Management, LP

SEC File# 801-62112

CRD# 110927

800 Westchester Ave Suite S-632, Rye Brook, NY 10573, USA

(914) 701-5260

http://www.samco.net/

Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 5:30 PM Saturday: Closed Sunday: Closed

Directions

Hudson River Wealth Management - UBS Financial Services Inc.

709 Westchester Ave Suite 400, White Plains, NY 10604, USA

(914) 287-6055

https://advisors.ubs.com/hrwm/?utm_source=Yext&utm_medium=GMB&utm_campaign=172407&y_source=1_MjI3MTI5MjgtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl

Directions

Wealth Enhancement Group

5 out of 5

120 White Plains Rd Suite 405, Tarrytown, NY 10591, USA

(845) 294-2080

https://www.wealthenhancement.com/locations/tarrytown

Directions

Hunter Financial Advisors, Inc.

5 out of 5

120 White Plains Rd #403, Tarrytown, NY 10591, USA

(914) 366-8000

http://www.hunterfa.com/

Directions

Blue Elephant Capital Management LLC

3 W Main St Suite 301, Irvington, NY 10533, USA

(914) 670-8993

http://www.bluelep.com/

Directions

Jean Kim Sears - Financial Advisor, Ameriprise Financial Services, LLC

90 N Broadway Ste 104, Irvington, NY 10533, USA

(914) 591-1100

https://www.ameripriseadvisors.com/Jean.Sears/?cid=IP_local_yext

Directions

Onyx Bridge Wealth Group

SEC File# 801-118022

CRD# 306097

120 White Plains Rd Suite 115, Tarrytown, NY 10591, USA

(914) 909-6699

https://onyxbridge.com/

Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed

Directions

Boston Harbor Wealth Advisors

127 Woodside Ave Ste 203, Briarcliff Manor, NY 10510, USA

(914) 902-5450

https://www.raymondjames.com/briarcliff

Directions

Where Wealth Management Advisors in Irvington, NY Serve

Irvington, NY is a charming village located in Westchester County, known for its rich history and scenic beauty. The village is home to several landmarks, including the Old Croton Aqueduct Trail, which offers breathtaking views of the Hudson River and is a popular spot for hiking and biking. Another notable landmark is the Irvington Town Hall Theater, which hosts a variety of cultural events throughout the year. In terms of top employers, Irvington is home to a diverse range of businesses, including healthcare providers, financial services firms, and technology companies. Some of the largest employers in the area include Phelps Hospital, Regeneron Pharmaceuticals, and IBM. Major highways and streets in Irvington include the Saw Mill River Parkway, Route 9, and Broadway. These thoroughfares provide easy access to other parts of Westchester County, as well as New York City. Irvington is comprised of several distinct neighborhoods, each with its own unique character and charm.

Nearby Locations

Airmont, NY Albany County, NY Albany, NY Armonk, NY Auburn, NY Babylon, NY Ballston Spa, NY Bay Shore, NY

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Irvington, NY can benefit from a bank in numerous ways. For example, given that Irvington is a small village with a population of just over 6,000 people, a local bank can provide a sense of community and personal touch that larger banks may lack. Additionally, a bank can offer financial services that cater to the unique needs of Irvington residents, such as mortgage and loan options for the village's historic homes. Furthermore, a bank can provide resources and support for local businesses, which are an integral part of Irvington's economy. Overall, a bank can play a vital role in the growth and prosperity of Irvington, NY, by providing personalized financial solutions and fostering a sense of community.

Insurance Broker

Residents of Irvington, NY can benefit greatly from the services of an insurance broker. For instance, an insurance broker can help residents navigate the complex healthcare system in the area and find the best coverage for their needs. With a population of over 6,000 people, Irvington has a diverse community with varying healthcare needs, and an insurance broker can help residents find the right plan that meets their specific requirements. Additionally, an insurance broker can help residents find the best home and auto insurance policies that protect their homes and vehicles from damage or loss. With the Hudson River running through the town, flood insurance is also a concern for many residents, and an insurance broker can help them find the right policy to protect their homes from potential flood damage. Overall, an insurance broker can provide invaluable assistance to residents of Irvington, NY, by helping them find the right insurance policies that fit their unique needs.

Retirement Planning

Residents of Irvington, NY could benefit greatly from the expertise of a retirement planner. With a population of just over 6,000, Irvington is a small, affluent village located in Westchester County. Its residents are primarily professionals and retirees who value the community's historic charm and proximity to New York City. A retirement planner can assist these individuals in developing a comprehensive financial plan that addresses their unique needs and goals. This could include creating a retirement income strategy, managing investments, and developing an estate plan. Additionally, given the high cost of living in Westchester County, a retirement planner can help residents navigate the complexities of healthcare and long-term care planning to ensure they are prepared for any potential future expenses. Ultimately, a retirement planner can provide peace of mind to Irvington residents, knowing that their financial future is secure and their retirement goals are within reach.

Financial Advisor

Residents of Irvington, NY can benefit greatly from the guidance of a financial advisor. With a median household income of $150,000, Irvington residents have a higher income than the national average. However, the cost of living in the village is also higher than the national average, with a cost of living index of 192.5. A financial advisor can help residents navigate the high cost of living by creating a budget and developing a savings plan. Additionally, Irvington is home to many small businesses, and a financial advisor can assist these entrepreneurs in managing their finances and planning for the future growth of their businesses. With access to a wide range of financial products and services, a financial advisor can help residents of Irvington achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Irvington, NY would greatly benefit from the assistance of a mortgage loan officer. With the town's prime location along the Hudson River and proximity to New York City, many residents are looking to purchase their dream homes. However, the real estate market in Irvington can be competitive and overwhelming. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, including analyzing their financial situation, finding the best loan options, and guiding them through the application process. Additionally, with Irvington's historical significance and unique architecture, a mortgage loan officer can assist residents in securing financing for older homes that may require renovation or restoration. Overall, a mortgage loan officer can provide invaluable support to residents of Irvington, NY as they pursue their homeownership goals.

Tax Services

Residents of Irvington, NY can benefit from the services of a tax advisor in numerous ways. One of the most common ways is by receiving assistance in preparing their tax returns. A tax advisor can help residents navigate the complex tax laws and regulations specific to Irvington, NY, ensuring that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can provide guidance on tax planning strategies, such as retirement planning, estate planning, and charitable giving, which can help residents minimize their tax liabilities. With the high cost of living in Irvington, NY, the expertise of a tax advisor can be invaluable in helping residents manage their finances and achieve their financial goals.

Estate Planning Lawyer

Residents of Irvington, NY can benefit from the expertise of an estate planning lawyer in a multitude of ways. One specific aspect unique to Irvington is the town's rich history and abundance of historic homes. An estate planning lawyer can assist homeowners in preserving their historic properties by creating a trust or other legal entity to ensure the property is maintained and passed down to future generations. Additionally, the lawyer can help residents navigate New York's complex estate tax laws, which can be particularly burdensome in high-value areas like Irvington. They can also assist in drafting wills, trusts, and other estate planning documents to ensure that assets are distributed according to the client's wishes and avoid costly probate proceedings. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind to residents of Irvington, NY.

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