Who We Serve

We are proud to provide investment planning and wealth management to the Greater Hudson Valley area, as well as New York City and the Albany-Capital Region. Through the use of technology, we currently serve clients in more than 25 states.
Meltzer & Hill Wealth Advisory

Meltzer & Hill

Communication is the key to a successful relationship as well as financial success. We believe a foundation of trust is built on knowing the questions to ask and that there can be more than one correct answer. Experience is another key to success - our team has decades worth of experience developing and executing financial strategies for individuals, families, and corporations. We’re here to help and are ready for your questions.

LEARN MORE ABOUT

Transcript

2023 Outlook: Recession, Recovery, and Rebound

Wells Fargo Investment Institute shares potential investment opportunities and risks for 2023.

Bear-market

Bear Market Chart

The eleven bear markets since WW II have averaged 16 months in duration.

View chart >
Vision Investing

What is Vision Investing?

Aligning your investment portfolio with your values is much easier today. 
 
Social Security

Social Security Boosts Checks

Benefits for roughly 70 million Americans increased 5.9% in 2022.

Learn more >
Transcript

Transformative Technologies

Technology has disrupted how we live, work, communicate, consume content, and much more. And that trend will likely not only continue but accelerate. What will that mean — especially for investors?  

INVESTMENTS

We serve individuals and businesses in all areas of investment planning.

Retirement Planning

Retirement Planning

Make the most of employer-sponsored retirement plans and IRAs. Determine how much you need to retire comfortably. Manage assets before and during retirement.
Tax Management

Tax Management Strategies*

Make sure your portfolio is tax-efficient. Develop tax-efficient investment strategies. Referrals to qualified tax professionals.
*Wells Fargo Advisors does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.
Education Funding

Education Funding

Recommend investment and accumulation strategies to help pay for children's education. Explain the Free Application for Federal Student Aid and how the aid system works for both need-based and merit-based aid.
Employee-Executive Planning

Employee/Executive Planning

Attract and retain qualified employees through benefit packages.
Risk Management

Liability Management Strategies*

Review existing insurance policies.
*Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Estate Planning

Estate Planning Strategies*

Work with estate-planning and trust specialists available through Wells Fargo Advisors Financial Network and its affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.
*Wells Fargo Advisors does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.

Our Locations

Main Office

63 Hurley Avenue,
Kingston, NY 12401

* By Appointment ONLY

6423 Montgomery Street, Suite 16A
Rhinebeck, NY 12572

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NY, OR, PA, SC, TN, TX, UT, VA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX