Westchester Capital Management is a trusted financial services firm specializing in comprehensive wealth management and financial planning solutions for individuals, families, and businesses. With a client-focused philosophy, the firm provides personalized investment strategies tailored to long-term financial goals, retirement needs, and changing life circumstances. As an independent, fee-only advisor, Westchester Capital Management upholds a fiduciary standard, ensuring clients receive objective, transparent advice without conflicts of interest.

The firm is known for its disciplined investment approach, combining in-depth research with careful asset allocation to help preserve and grow wealth. Westchester Capital Management serves a diverse clientele and offers specialty planning services for professionals, retirees, and high-net-worth individuals. Their advisors emphasize ongoing communication and education, empowering clients to make informed financial decisions.

With a commitment to independence and integrity, the firm maintains a strong presence in the New York metropolitan area and beyond, supporting clients through life’s financial transitions. To foster long-term success, Westchester Capital Management integrates estate, tax, and retirement strategies into its holistic planning process.

Website: https://www.westchestercapitalmanagement.com/

Key Services:

– Comprehensive financial planning
– Fee-only investment management
– Retirement planning and income strategies
– Estate and legacy planning
– Tax-efficient investment strategies
– Risk management and insurance analysis
– Education funding strategies
– Multi-generational wealth planning