Westchester Wealth is a full-service financial planning and wealth advisory firm servicing the needs of individuals, divorces, families, business owners, medical professionals, and institutions in the area. The Firm’s presence has an emphasis on the Tri- State area of NY, NJ, & CT, but has built a widespread presence beyond that.
The Firm’s foundation was built from the ground up around the premise of “the client’s needs come first”. It’s core belief of developing deep client relationships is a pillar of its firms’ approach on having a personal touch. These values are the foundation which founder and lead Financial Planner, Vincent D’Agnese, continues to live by and strive for in every client relationship.
At Westchester Wealth Management, our goal is to empower our clients to focus on two things vision and decision. Through a deep understanding of each client’s relationship we help create the vision of what you want to accomplish financially, identify potential risks along the way, and show you multiple ways to accomplish your financial goals. Through our team’s process and analytics we position ourselves as your dedicated “CFO” and continuously monitor the written blueprint which serves as your roadmap to helping one achieve financial freedom and success.
The Firm has specialist in all key areas of Wealth Strategies between, Retirement, Investments, Asset & Income Preservation, Tax Minimization, Business Succession, Estate Planning Strategies, Charitable Giving, and other disciplines.
This developed our practice into having a boutique family office feel while educating our clientele on our big firm capabilities and affiliations.
The Firm is united together under one mission to keep the momentum going to preserve, manage, and optimize your wealth for generations to come.