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. Read More...

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845.483.7943

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Address

2649 South Road, Suite 102, Poughkeepsie, NY 12601

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2020 Q1 WFII Report - Sustainable Investing

Investing with a Purpose

Learn how investors might align their portfolios with their principles.

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News and Insights

Seeing Wealth Differently Across Generations

Many of us follow a financial path with common milestones. Yet generational views on spending, investing, and building wealth have been affected by significant experience

Women and Investing

Women compromise more than half of the U.S. population, but no two women are the same when it comes to managing their money. When we

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.

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The Beechwood Group Of Wells Fargo Advisors