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Investment Management

At Adirondack Wealth Management, we believe that every investment-management relationship should begin with a comprehensive understanding of your financial goals, objectives and tolerance of risk. Our disciplined investment approach incorporates diversification across numerous asset classes and industry sectors. As a trusted advisor, we work with you to develop and implement an investment plan to accomplish your goals.

 

Investment products are offered through Adirondack Wealth Management, a division of the Adirondack Trust Company.
Investment Products are: NOT A DEPOSIT • NOT FDIC INSURED • NOT GUARANTEED BY THE BANK • NOT INSURED BY ANY GOVERNMENT AGENCY • MAY GO DOWN IN VALUE

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We offer the following types of accounts:

  • Investment Management
    • Full-time supervision of your portfolio
  • Retirement Accounts
    • IRAs: Traditional, Roth, Rollover
    • Employer Plans: 401(k), Profit Sharing, SEP accounts, Pensions and Simple IRAs
  • Institutional Management
    • Endowments
    • Foundations
  • Trust and Estate Management
    • From managing assets to full administration, serving as trustee, co-trustee, executor or co-executor
  • Asset Allocation/Management
  • Rebalancing
  • Investment Advisory
  • Custody

We advise you through the four stages of wealth management:

  1. Create and build wealth.
  2. Manage and preserve your financial portfolio.
  3. Use your wealth to its full advantage.
  4. Transition your financial legacy to family/charitable organizations.

For additional information, or to arrange an appointment to discuss your situation