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
-
Debit or Credit? Pick a Card
Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
-
Why Family Businesses Should Have Succession Plans
Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
-
Early Retirement and Your Tax-Deferred Savings
Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.
-
Passive, Active, or Both?
Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
Calculators
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.