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

Effects of Inflation

Are you saving for retirement? For your children’s education? For any other long-term goal? If so, you’ll want to know how inflation can impact your

Estate Planning

By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and

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

Investment Risks

Taken by itself, the word "risk" sounds negative. But broken down into what it really stands for in terms of investing, it begins to be

Retirement Plan Distributions

When it comes to receiving the fruits of your labor — the money accumulated in your employer-sponsored retirement plan — you are faced with a few broad

Social Security Income

Estimating your future Social Security benefits used to be a difficult task, but not any longer. For an estimate of your projected benefits, go to

Maximizing Your Insurance Benefits

Understanding the threat of estate taxes on your life insurance proceeds is the first step in protecting these funds from unnecessary taxation. The next steps

Why Purchase Life Insurance

We’ve all heard about the importance of having life insurance, but is it really necessary? Usually, the answer is “yes,” but it depends on your

Tax Deferral

“Tax deferral” is a method of postponing the payment of income tax on currently earned investment income until the investor withdraws funds from the account

Tax Strategies for Retirement Plans

If you receive a distribution from a qualified retirement plan such as a 401(k), you need to consider whether to pay taxes now or to

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.