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