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
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
Corrections Are Normal
Corrections have been a normal bull market occurrence.
What is Vision Investing?
Once a niche corner of the investing landscape, the idea of aligning your investment portfolio with your personal values is much easier today than it has been in the past.
Investment Strategy
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?
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*
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
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
Attract and retain qualified employees through benefit packages.
Risk Management*
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*
Review wills and trusts, preserve your estate for intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.