Saratoga Springs · Capital Region North
Wealth Management for Saratoga Springs
A boutique fiduciary firm serving Saratoga County families, business owners, and second-home households.
01
Multi-state planning
Many Saratoga households have residency, business, or property in multiple states. We coordinate with your CPA on residency strategy, state tax planning, and trust situs decisions.
02
GlobalFoundries & tech equity
RSU vesting schedules, ESPP optimization, and concentration risk for GFI engineers and managers are core to our practice — and we model them quarterly.
03
Equestrian & racing wealth
We understand the cash-flow rhythms of breeders, owners, and operations — and the unusual tax positions that come with them.
What's included
- Multi-state residency and tax-domicile planning
- RSU, ESPP, and stock-option strategies for GlobalFoundries staff
- Second-home and rental-property cash-flow modeling
- Coordination with Saratoga estate attorneys and CPAs
- Pre-IPO and private market access for qualified purchasers
- Family office services for multi-generational households
- Retirement income planning with Social Security optimization
- In-person reviews at our Albany office or via secure video
We meet you where you are
We don't have an office on Broadway in Saratoga (yet) — but we're 30 minutes south on the Northway, and most of our Saratoga clients prefer the elegance of a private meeting at 368 Broadway in Albany or a secure video consultation from their home. Track season, holidays, ski weeks — we work around your schedule, not the other way around.
Frequently Asked
Questions we often hear
Our headquarters is in Albany at 368 Broadway, a 30-minute drive from downtown Saratoga. We serve our Saratoga clients via in-person meetings at our Albany office, on-site at their home or business, or through encrypted video conferencing.
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Schedule a private consultation at our Albany office or by video.
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