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Westchester Wealth Advisors, LLC
WESTCHESTER WEALTH ADVISORS, LLC is a state-registered investment adviser in RYE BROOK, NY. The firm manages approximately $4 million in regulatory assets.
Overview
WESTCHESTER WEALTH ADVISORS, LLC is a state-registered investment adviser in RYE BROOK, NY. The firm manages approximately $4 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Rye Brook
Corporate office
Tampa, FL, United States
Sector focus
Frequently asked questions
How is Westchester Wealth Advisors regulated?
The firm is registered as a Registered Investment Adviser (RIA) with the Securities and Exchange Commission (SEC), subject to fiduciary duties and periodic regulatory examinations.
What is the firm's investment philosophy?
Westchester Wealth Advisors emphasizes long-term diversified portfolios spanning public equities, fixed income, alternatives, and cash. The approach prioritizes wealth preservation and multi-generational planning.
Does Westchester Wealth Advisors offer tax and estate planning?
Yes, tax optimization and estate planning are core offerings integrated with investment management to minimize tax liabilities and facilitate wealth transfer across generations.
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