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

Tailored Investment Solutions

The primary focus of the Investment Committee at Marshall & Sterling Wealth Advisors, Inc. is to build diversified portfolios that strive to help our clients meet their investing goals.

Our clients receive personalized investment management advice. Our firm has the full capacity to put that advice into action for our clients through discretionary management and our relationship with LPL Financial and Fidelity Institutional Wealth Services – two industry leading qualified custodians for your assets.

Marshall & Sterling Wealth Advisors use our research capacity to its fullest extent to construct a tailored investment solution for you. Our Investment Committee meets regularly to review each portfolio in an effort to ensure that the investments meet the investment objectives and that our team has utilized our research to position investments to take advantage of the growth opportunities that we foresee as well as to build in protection for market and economic volatility. In doing so, we aim to avoid the peaks and valleys that frustrate do-it-yourself investors.

As a Securities and Exchange Commission Registered Investment Advisor, Marshall & Sterling Wealth Advisors has a fiduciary duty to you to act in your best interests. As an independent fee-based advisor, the firm does not receive trade commissions. This helps to ensure that our only motivation when recommending or trading investments is the growth and preservation of your family’s wealth.

Disclosure

No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.