Who We Are
We are independent CERTIFIED FINANCIAL PLANNER™ Professionals, fully committed to our clients’ interests in mind.
How We Work
We work as your partner and advocate creating tailored solutions on a fiduciary basis.
What We Offer
We offer comprehensive wealth management and retirement planning strategies.
Customized Financial Strategies For the Many Milestones in Life
In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.
Westchester Financial Advisors is an independent financial services practice where our advisors are dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with balanced advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.
Contact UsHelpful Content
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Rightsizing for Retirement
What does your home really cost?