Saratoga’s Whitney Weekend: Where Legacy Is Built — On the Track and in Your Portfolio

The Whitney Stakes and the Long Game of Wealth

As Saratoga Springs buzzes with the excitement of the 97th running of the Whitney Stakes, the atmosphere feels electric. But beneath the thunder of hooves and flash of silks lies a deeper truth: the Whitney is not just a race — it’s a symbol of endurance, planning, and legacy.

Much like the thoroughbreds competing at the Saratoga Race Course, successful investors don’t just run fast — they run smart.

Legacy Is More Than Just a Win

The Whitney family has been part of American racing and business history for over a century. They didn’t just build wealth — they stewarded it, generation after generation. At Broadway Advisor Group, we help modern families do the same.

Whether you’re a high-net-worth individual seeking tax optimization, a business owner planning for succession, or an advisor helping clients transition wealth — we create strategies that endure.

Saratoga Season, Strategic Season

The Saratoga summer isn’t just a time for social events and celebration — it’s when many of our clients revisit their long-term plans. As the crowd gathers at the track to watch who takes the win, we’re helping clients plan for:

• Legacy Planning & Trust Services

• Customized Investment Portfolios

• Advisor Transitions & RIA Strategy

• Tax-Efficient Wealth Transfers

Because in the world of finance — just like in racing — timing, discipline, and strategy matter.

Rooted in the Capital Region, Invested in the Future

We’re proud to be part of the Capital District. And just like Saratoga’s historic track, we believe in tradition, excellence, and evolving to meet the needs of today’s investor.

This weekend, while the city celebrates its legacy on the track — let’s talk about building yours.