WORKING WITH US

Our flexible independent model allows for clients and prospective clients to experience our service in a variety of the following ways:


 

Asset Management (Only) 

A traditional investment management relationship. We provide supervision and guidance of investments under our management.

 

Holistic Planning (Only) 

For the person looking for advice and planning that encompasses their entire financial landscape but only has workplace (retirement) accounts or assets not managed by The Albany Wealth Group. This includes but is not limited to investment management, estate planning, tax guidance, cash flow planning, legacy planning, benefit selection advice and maximization and making sure all financial decisions are connected to your long-term goals. 

Visit here for more information on the holistic planning model

 

Asset Management + Holistic Planning 

For the person looking for advice and planning that encompasses their entire financial landscape and wishes to have some or all of their assets managed by The Albany Wealth Group.  This includes but is not limited to investment management, estate planning, tax guidance, cash flow planning, legacy planning, benefit selection advice and maximization and making sure all financial decisions are connected to your long-term goals.  

 

The Albany Wealth Group Operates As Fiduciary Advisors