Experienced Wealth Management and Professional Financial Advisory Services in the New York State Capital District Area, including Albany, Saratoga, Schenectady, and Troy, NY.
Today's current financial climate can offer us many new and unprecedented investment opportunities - but at the very same time it can also present us with numerous obstacles and dangerous pitfalls as well. This is why we at Wealth Advisory & Management Corporation of America believe that one of the most powerful weapons that we can use to help protect ourselves is a well thought-out PLAN.
Our mission therefore is to help our clients take advantage of these opportunities and avoid the obstacles and pitfalls by providing them with our assistance and experience in three essential planning areas.
1. A clear understanding of their financial goals and concerns.
2. A well-defined PLAN for achieving those goals and eliminating their concerns.
3. Ongoing personal guidance to help adjust their PLAN when their needs change.
We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short and long-term objectives.
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. Click on the following image to view our magazine-style "flipbook" about Financial Management.
On our Web site, you'll find a great deal of information that can help you evaluate your progress toward attaining some of your current financial goals. Here you will find numerous educational articles that review many different financial concepts, as well as providing you with some unique content about alternative products and programs that can be used to fill possible gaps in your present financial strategy. There are also a number of short Informational Videos, (10 minutes or less).
For more information on the Wealth Advisory & Management Corporation of America, and our numerous services, please contact us today.
Newsletters
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Take Advantage of Deductions for Business Investments
A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
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Three Lessons from Retirees
A survey of workers and retirees yielded three key findings that may prove helpful in planning for retirement. Find out more.
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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Five Red Flags That Raise the Odds of an Audit
Ever wonder why the IRS might take a closer look at a taxpayer’s return? This article discusses different types of audits and what might trigger one.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.