Broker Check
20 Offices Nationwide!
 
  • 110 Main St, Poughkeepsie, NY 12601
  • 407 Hurley Ave, Kingston, NY 12402
  • Office: 845-554-1046
  • Toll Free: 855-MS-Wealth (855-679-3258)

INTEGRITY

PASSIONATE

INSPIRING CONFIDENCE

PROACTIVE

COLLABORATIVE

About Us

The Marshall & Sterling Wealth Advisors team has nearly 50 years of combined experience in the financial industry. Our success stems from our commitment to the Marshall & Sterling Wealth Advisors philosophies and the backing of our parent company’s 150 year track record of risk management.  Our vision and core values reflect our commitment to serve our clients:

Vision: Marshall & Sterling Wealth Advisors is our clients’ most trusted advisor due to our experience, risk management process and personal service.

Core Values: Professional Knowledge, Integrity, Client Driven Focus and Collaborative Process

Imagine navigating a plane without a flight plan. If you arrived at your destination at all, the trip would likely be confusing, take much longer and be down-right dangerous. Instead, you decide on your destination and map out a clear and trusted plan first. Doesn’t it make sense to do the same with your retirement and wealth plan? That’s where we come in. Our professional Wealth Planning Team will guide you from where you are today to where you want to be in the future, mapping out a smooth and direct route. Our comprehensive service offerings include:

  • Portfolio Management
  • Wealth Planning
  • Estate Planning
  • Risk Management Resources
  • Personal Insurance
  • Business Insurance
  • Group Benefits Design