Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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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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