Investing Today for Our Client's Tomorrow
Meltzer & Hill Wealth Advisory
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
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.
Learn More About
2023 Outlook: Recession, Recovery, and Rebound
Wells Fargo Investment Institute shares potential investment opportunities and risks for 2023.
Bear Market Chart
The eleven bear markets since WW II have averaged 16 months in duration.
Social Security Boosts Checks
Benefits for roughly 70 million Americans increased 5.9% in 2022.
Investments
We serve individuals and businesses in all areas of investment planning.
Retirement Planning
Make the most of employer-sponsored retirement plans and IRAs. Determine how much you need to retire comfortably. Manage assets before and during retirement.
Tax Management Strategies*
Make sure your portfolio is tax-efficient. Develop tax-efficient investment strategies. Referrals to qualified tax professionals.
*Wells Fargo Advisors does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.
Retirement Planning
Recommend investment and accumulation strategies to help pay for children's education. Explain the Free Application for Federal Student Aid and how the aid system works for both need-based and merit-based aid.
Employee/Executive Planning
Attract and retain qualified employees through benefit packages.
Liability Management Strategies*
Review existing insurance policies.
*Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Estate Planning Strategies*
Work with estate-planning and trust specialists available through Wells Fargo Advisors Financial Network and its affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.
*Wells Fargo Advisors does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences..
Our Locations
Kingston, NY
63 Hurley Avenue,
Kingston, NY 12401
845.384.1390
Rhineback, NY (by appointment only)
6423 Montgomery Street, Suite 16A
Rhinebeck, NY 12572
845.384.1390
