Sgori Wealth Management Inc

Investment Management, Financial Planners, Financial Planning Consultants

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near East Greenbush with Investment Management

Glenmont (6 miles)
Rensselaer (7 miles)
Castleton On Hudson (8 miles)
Albany (9 miles)
Selkirk (10 miles)
Delmar (12 miles)
Wynantskill (13 miles)
Averill Park (13 miles)
Nassau (14 miles)
Slingerlands (14 miles)

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Categories: Investment Management, Financial Planners, Financial Planning Consultants, Investment Advisory Service

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Phone: (518) 477-3626

Address: 4 Springhurst Dr, East Greenbush, NY 12061

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Sgori Wealth Management Inc

Income Tax
For investors that are looking to reduce their income tax in a certain year we also have the conversation with you about the tax benefits on certain types of contributions today. This allows you to make contributions for the future with the possibility of lowering your tax burden today!

Investment Management
We work in partnership with our clients to help them meet their financial goals and protect the ones they love. We help you deal with the complexities and personal implications of modern investment management by breaking down every aspect of your needs.
Mutual Funds
Many times your all in cost is overlookedor just frankly not talked about. This is something that we believe needs to be at the forefront of discussions. Your all in costis the cost of our advisory feeand the cost of your investments. Holding individual stocks is one of the least expensive ways to invest. Holding individual stockcarries too much risk for most. This causes the need to use diversified investment instruments like exchange traded funds and mutual funds. These investments have a cost. In our practice we keep the cost of investing,top of mind. We work with our industry leading investment product partnersto find the most effective investmentsfor the most efficient price!
Wealth Management
We believe that each individual’s financial needs and desires are unique. We craft meaningful, personalized wealth management plans with you in mind. Our goal is to protect your family’s assets and provide you with customized asset allocation services to help you reach your desired lifestyle and future.
Money Market Funds
In the current interest rate environment, it’s more important than ever to choose the right investment vehicle for your cash. Both savings accounts through traditional banking institutions and money market funds offer a safe place to store your money and earn interest, but there are some key differences between the two.

Financial Planning
What are their educational achievements? A CFP® designation is one of the most recognized designations in the financial planning industry today. As an independent certification organization, The Financial Planning Association (FPA®) accepts applications from candidates who demonstrate competency in four core areas: insurance planning; estate planning management; retirement income planning; and tax-shelving strategies.* What are their professional affiliations? One way that help add credibility is through professional affiliations with other organizations such as FPA®, NAPFA®, IAABC™ and others that specialize in providing quality training opportunities specific to their profession.* Have they been involved with any public service or charitable causes? The National Association of Personal Financial Advisors (NAPFA) requires members participate actively within the community by volunteering 1% -10% of their billable time annually helping others overcome financial challenges through mentoring programs for low income families/individuals, helping seniors understand how Medicare works so they don’t end up paying too much out-of-pocket during retirement years etc…
Retirement Planning
Simply put, WE WANT YOU TO WIN. Our perfect client is one that lasts for years to come. We want you to feel like you can come to us with anything, thats our personal touch. We extend this through all of our services, but retirement planning is generally the longest relationship. We will be involved in each others lives, we will know about each others families, and of course be most involved in your finances. In the end our incentives are directly aligned with yours. If you win, we win!
Asset Management
An investment policy statement is an important and useful tool to lay the foundation of our client- advisor relationship. In the investment policy statement we detail how we will make investment decisions. We also discuss asset allocation and risk tolerance so that we can accomplish your investing goals.

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