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.

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2022-Outlook

2022 Outlook: Which Way to the Recovery?

Wells Fargo Investment Institute shares potential investment opportunities and risks for 2022.

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.