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FDIC-Insured – Backed by the full faith and credit of the U.S. Government

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:

  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.