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Wealth Management for You and Future Generations

You have goals and dreams for yourself, your family, and your future. 

Our Process

Our financial advisors take a 360-degree approach to wealth management that includes:

 

  • Analyzing your financial situation from all angles, including assets, liabilities, income, and expenses
  • Consulting with you to determine your short and long-term goals and to assess your risk tolerance
  • Utilizing a proprietary system of Fiduciary Monitoring that establishes strict criteria for the securities that comprise our investment products
  • Providing a proprietary asset allocation monitoring system to review and re-balance your portfolio
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How We Can Help

If you have been wondering…

 

  • How much should I save for my children’s college education?
  • How can I make sure to preserve my legacy?
  • How do I create a succession plan for my business?
  • How much idle cash should I have?
  • How much insurance should I have?

 

…then let our trusted financial advisors answer these questions and more as you work to create and preserve your generational wealth.

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AFS has several employee’s that are registered representatives of Hazard & Siegel. They are able to offer registered products through that platform. Securities offered through Hazard & Siegel Inc., Member, FINRA & SIPC; Adirondack Financial Services Corp. and Hazard & Siegel Inc. are separate entities. For more information relating to Hazard & Siegel Inc. please visit www.hazardsiegel.com

Advisory Services are offered through Adirondack Financial Services Corp, an SEC registered advisor. Broker-dealer services are offered through Hazard & Siegel Inc. AFS & Hazard & Siegel are separate and unaffiliated entities.  The opinions and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. All content is developed from sources believed to be providing  accurate information. No information provided is intended to be considered legal or tax advice.  Please consult legal or tax professionals regarding your individual situation. This communication is intended for individuals residing in states that AFS is registered or licensed in or exempt from registration.  https://brokercheck.finra.org/ CRS & ADV Part 2. 

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