Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Charitable Giving
  • Domestic Partner Planning
  • Family Finances
  • Insurance
  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Women's Financial Strategies

Awards & recognition

  • Seven Bridges Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

Seven Bridges Wealth Advisors Team supporting AEF's 5th Annual 5K/1 Mile Run/Walk
Seven Bridges Wealth Advisors Team supporting AEF's 5th Annual 5K/1 Mile Run/Walk
  • Arlington Education Foundation enhancing the educational experience of all Arlington schoolchildren by providing financial support and other resources to supplement district-wide programs and activities.
  • Rotary International Poughkeepsie-Arlington- encourages and fosters the ideal of service as a basis of worthy enterprise.
  • The Italian Center, Poughkeepsie founded in 1928 the center promotes and preserves Italian heritage and culture.
  • Dutchess County Regional Chamber of Commerce, a local organization of businesses whose goal is to further the interests of businesses.

Honored to be recognized in Forbes

All of us at Seven Bridges Wealth Advisors are proud to share that our team has been included on the 2024 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

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