Hudson River Wealth Management – UBS Financial Services Inc. is a dedicated financial planning team within the global UBS network, serving clients from its office in Purchase, NY. Specializing in comprehensive wealth management strategies, the team provides personalized financial solutions tailored to the needs of individuals, families, and business owners. As part of the prestigious UBS Financial Services Inc., Hudson River Wealth Management draws on a deep well of global expertise and resources while delivering the personal attention of a boutique advisory firm.

The group’s core services include investment management, retirement planning, estate and tax strategies, and wealth preservation. Clients benefit from a goals-based planning approach, ensuring that each financial recommendation aligns with long-term aspirations. Hudson River Wealth Management also offers specialized services for executives, entrepreneurs, and high-net-worth individuals, including concentrated stock management and philanthropic planning.

With a strong commitment to relationship-based advising, the team works diligently to build lasting financial partnerships. Their affiliation with UBS supports access to top-tier research, proprietary tools, and a global network of financial professionals, providing clients with innovative and up-to-date financial guidance.

Website: https://advisors.ubs.com/hrwm/

Key Services:

– Investment management and portfolio design
– Retirement planning strategies
– Tax-efficient wealth transfer and estate planning
– Financial planning for executives and entrepreneurs
– Concentrated stock and liquidity strategies
– Education funding strategies
– Risk management and insurance solutions
– Charitable giving and philanthropic planning