Services

Our Services

Westchester Wealth Management provides knowledgeable
and experienced financial products.

Wealth
Planning
Services

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...

Investment
Management

The key components to any investment strategy rely on taking into consideration the client’s risk tolerance, objectives, time horizons, current financial position and ability to save. Our Investment Management begins with the same core process as our wealth planning process....

Insurance
& Risk
Management

When it comes to the building blocks of wealth, Risk Management is the foundation of anyone’s financial well-being and peace of mind. Our Risk Management process put’s an emphasis on asset protection because your financial objectives should take into consideration...

Retirement
Planning

Retirement Planning is a crucial element in every comprehensive financial plan. How will you plan? If you are like the majority social security, personal savings, and qualified retirement plans generally play the role. Some are in the position where they...

Business
Owners

As a family business, we understand the unique challenges entrepreneurs face when it comes to financial planning. We help business owners mitigate risk, develop and implement a strategy to save for retirement, and structure estate and succession plans. Being prepared...

Westchester Wealth Management provides knowledgeable
and experienced financial products.

Wealth
Planning
Services

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...

Investment
Management

The key components to any investment strategy rely on taking into consideration the client’s risk tolerance, objectives, time horizons, current financial position and ability to save. Our Investment Management begins with the same core process as our wealth planning process....

Insurance
& Risk
Management

When it comes to the building blocks of wealth, Risk Management is the foundation of anyone’s financial well-being and peace of mind. Our Risk Management process put’s an emphasis on asset protection because your financial objectives should take into consideration...

Retirement
Planning

Retirement Planning is a crucial element in every comprehensive financial plan. How will you plan? If you are like the majority social security, personal savings, and qualified retirement plans generally play the role. Some are in the position where they...

Business
Owners

As a family business, we understand the unique challenges entrepreneurs face when it comes to financial planning. We help business owners mitigate risk, develop and implement a strategy to save for retirement, and structure estate and succession plans. Being prepared...