Team profile


Envision your retirement

No two retirements look the same. What will yours be like? The Ameriprise® Retirement Profiles quiz can help you identify the lifestyle that may bring you fulfillment in retirement. Just answer a few simple either/or questions to discover if you’re an Explorer, Nurturer, Creator, Connector or Doer.

Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies

Awards & recognition

  • Arbor Capital Wealth Advisors, Ameriprise Client Experience Award, 2024

Community participation

Arbor Capital Wealth Advisors - Community participation photo

We were honored to attend and sponsor this year’s Go Red for Women event in Poughkeepsie, hosted by the American Heart Association. Heart disease impacts so many women and families in our community, and it was incredibly meaningful to stand alongside others who are committed to raising awareness, supporting prevention, and funding lifesaving research.

At Arbor Capital, we believe caring for families goes beyond financial planning, it’s about supporting the health and well-being of the people we serve. Being part of this event allowed us to connect with inspiring women, hear powerful stories, and contribute to a cause that truly matters.