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Westchester Wealth Management
WESTCHESTER WEALTH MANAGEMENT is a state-registered investment adviser with $10 million in regulatory assets under management. The firm manages $5 million on...
Overview
WESTCHESTER WEALTH MANAGEMENT is a state-registered investment adviser with $10 million in regulatory assets under management. The firm manages $5 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Harrison
Corporate office
Harrison, NY, United States
Frequently asked questions
Is Westchester Wealth Management a fiduciary?
As a registered investment adviser, the firm holds a formal fiduciary duty to its clients under the Investment Advisers Act of 1940. This means it must place client interests ahead of its own and disclose any material conflicts — a legal standard that exceeds the suitability obligations governing broker-dealers. Its fee-only structure removes commission-based conflicts.
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