Marshall & Sterling Wealth Advisors is a comprehensive financial services firm based in Poughkeepsie, New York, with a strong heritage rooted in supporting both individuals and businesses with trusted wealth management and retirement planning services. As part of the larger Marshall & Sterling enterprise, the Wealth Advisors division offers personalized investment strategies, retirement income planning, and holistic financial planning tailored to meet clients’ long-term goals. With a focus on fiduciary responsibility, the firm provides objective, client-first advice, backed by a disciplined investment approach and deep industry knowledge.

The firm specializes in guiding clients through key life transitions and market cycles, aligning financial strategies with evolving priorities. It frequently works with small business owners, professionals, and individuals approaching retirement, providing tailored solutions that integrate tax-efficient strategies and estate planning considerations. Marshall & Sterling Wealth Advisors is committed to cultivating long-term relationships built on transparency, education, and trust.

The company also values community investment, supporting regional initiatives and nonprofits throughout the Hudson Valley and beyond. Its team of experienced advisors holds various professional designations and provides services under a fee-based fiduciary model to ensure alignment with client interests.

Website: https://marshallsterling.com/wealth-advisors

Key Services:

– Personalized wealth and asset management
– Retirement income planning
– Investment advisory and portfolio management
– Financial and estate planning strategies
– Tax-efficient wealth transfer strategies
– 401(k) and retirement plan consulting for businesses
– Fiduciary advisory services for individuals and organizations