Hudson Valley Wealth Management

Those are the goals of HVWM – to provide institutional style advice, at institutional investment prices, with individual attention given to every client. We never charge commissions. We never sell products. We will never have conflicts of interest between our clients and a parent company or a product provider. Simply, Hudson Valley Wealth Management is a fee-only, SEC registered Investment Advisory practice that is legally bound to put our clients’ interests before our own. We are your advocate, and your success is our success. Wealth Management Our wealth management solution is divided into three distinct practice areas: comprehensive financial planning, custom investment management, and thorough periodic progress review. Financial Planning Financial planning is the set of processes whereby we help you identify your goals, develop a plan of action to help you achieve those goals, and regularly monitor your progress towards those goals. Investment Management There are 5 key characteristics of our Investment Management process: Asset Allocation Open Architecture Tax-managed Investing Fundamental & Tactical Alternative Investments & Hedge Funds Our Philosophy Our investment philosophy is quite simple – at HVWM, we aim to achieve the best returns possible for our clients, pursuant to their individual situations, through low-cost, tax-efficient, conservative investment management. We believe that everyone is entitled to the same quality of wealth and investment management service that is typically reserved only for the ultra–wealthy at most brokerage firms and investments banks. We believe that our firm’s model, the fee-only advisory model, is best suited for this type of investing. We have a strict fiduciary responsibility to our clients – to put their best interests before our own. As such, we use the lowest cost, most efficient investment products available in the market today to deliver superior returns and measured risk through intelligent, personal, and comprehensive wealth planning and investment management. We truly treasure every client relationship we have, and we will never forget what an honor and privilege it is to have been chosen by our clients as their financial partners.

Address: 15 East Central Avenue, Pearl River, NY 10965, USA

Phone: +1 845 920 1600
FAX: +1 845 735 5903