Our profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Retirement Income 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.

Our photos

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