Hudson Heritage Capital Management Inc. is a boutique financial services firm based in Croton-on-Hudson, New York, offering personalized financial planning and investment management services. With a focus on building long-term relationships, the firm provides tailored wealth strategies for individuals, families, and small businesses. Hudson Heritage Capital Management emphasizes a holistic approach, integrating retirement, estate, and tax planning into customized portfolios designed for long-term growth and risk management.

The firm prides itself on its fiduciary responsibility, meaning its advisors act in the best interest of clients at all times. They are known for a hands-on, client-first philosophy that values transparency, trust, and education. Hudson Heritage also leverages strategic industry partnerships to provide clients with access to a broad range of financial products and planning tools. Additionally, the firm has a strong presence in its local community, often supporting educational initiatives and financial literacy programs.

Website: http://www.hhcminc.com/

Key Services:

– Comprehensive financial planning
– Investment portfolio management
– Retirement planning strategies
– Estate and legacy planning
– Tax-efficient wealth planning
– Risk management and insurance analysis
– College and education funding strategies
– Small business financial consulting