Your Goals and Dreams, Our Guidance

          The Beechwood Group of Wells Fargo Advisors is primarily a fee based financial advisory practice headquartered in Poughkeepsie, NY. We offer over thirty years of experience working with not for profit organizations and individual investors throughout the Hudson Valley and upstate New York.   The group’s diversified client base includes not-for-profit organizations, retirement plans, foundations, municipalities, trustees, and individual investors.   The Beechwood Group offers a complete suite of complementary investment planning services designed for conservative investors and organizations seeking to maximize their financial resources. The group caters to investors seeking professional money management focusing on conservative long term growth of capital and income.



            The Beechwood Group seeks to provide an unparalleled level of personal client service. Detailed performance monitors are provided to allow you to analyze your progress. As a Wells Fargo Advisors client, you have access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products.

          Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

            For additional Information about our services please contact us at 845 452-2587 or toll free at 866 810-6917

Meet Our Team

Phone

845.483.7943

Email Us

Address

2649 South Road, Suite 102, Poughkeepsie, NY 12601

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Wells Fargo Advisors 2020 Year-End Guide

It's time to take control of your plan now

Get tips and strategies by reviewing our 2020 year-end planning guide.

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News and Insights

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Estate Planning

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Living Trusts

Living trusts enable you to control the distribution of your estate, and certain trusts may enable you to reduce or avoid many of the taxes

Asset Allocation

Lewis Carroll, the author of Alice’s Adventures in Wonderland, once said, “If you don’t know where you’re going, any road will get you there.” This

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Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.