The value of
WESTCHESTER
WEALTH ADVISORS, LLC
It's not just about the numbers, it's making your assets work for you and your family, and not for the IRS
Welcome to Westchester Wealth Advisors, LLC
Westchester Wealth Advisors is an independent, boutique wealth management firm committed to providing our clients with objective, unbiased, comprehensive advice and guidance on a full array of wealth management issues. Our customized programs are designed to both grow and preserve one's wealth and plan for you to enjoy it via its tax-efficient distribution. We want you and your family, and not the IRS, to enjoy the wealth you've worked hard your entire lives to create. Our clients have greatly benefited from this approach while receiving from us a high level of personalized service. You will too.
We encourage you to explore our site and learn more about our philosophy and the services we provide. Should you have any questions or would like more information about our approach to wealth management and how you could benefit from it, please feel free to email us or call us at:
(914) 872 - 4010
We look forward to hearing from you.
OUR SERVICES
INVESTMENT
MANAGEMENT
We design a customized portfolio for a client based on a foundation of the client's tolerance for risk. Every person has a different risk tolerance level, i.e., a different level of comfort with market volatility. We first evaluate a client's risk tolerance level, and from there we design a portfolio for them which appropriately serves their overall needs and goals.
TAX - EFFICIENT
INVESTING
We continuously monitor tax consequences in our investment process. After all, it's not what you earn, but it's what you keep (after taxes) that count. Various strategies are employed to maximize tax efficiency of clients' portfolios.
RETIREMENT
PLANNING
A concern of many clients who are in or approaching retirement is, "Will I run out of money?" Through a diligent, analytical approach, we can answer that question for clients, and devise strategies so that a person will have the peace of mind knowing that they'll never run out of money during their retirement years.
For younger clients not yet in retirement, we recommend the best retirement account (IRA, Roth, SEP, 401k, Pension Plan) vehicle that is appropriate for the client and review funding requirements and cash flow projections.
OTHER
SERVICES
We assist clients on retirement capital needs/cash flow analysis, estate planning matters, stock option exercise strategies, adequacy of insurance coverage, amongst other areas of wealth management.
In addition, through our wholly-owned affiliate, The TaxMann LLC, we provide federal & state tax preparation and a full range of tax consulting services.
MEET THE PRESIDENT
