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

Services

Marshall & Sterling Wealth Advisors, Inc. focuses on managing investments in an effort to help you address your investing goals as well as live a comfortable retirement. To continue Marshall & Sterling’s heritage of putting the best interest of each and every client first and to ensure that you receive the personal attention that you deserve, we assign one advisor as a consistent point of contact. Marshall & Sterling Wealth Advisors works with families, individuals, trusts, business and not-for-profit organizations to create investing strategies for growth, growth and income, capital preservation and income. Whether you are saving for retirement or using your assets to draw an income in retirement, we honor our commitment to strive to help you reach your financial goals.

  • Portfolio Management
  • Wealth Planning
  • Retirement Plans
  • Estate Planning
  • Pension Plans
  • Risk Management Resources
  • Life Insurance For Individuals And Groups
  • Disability Insurance For Individuals And Groups
  • Long-Term Care Insurance For Individuals And Groups

Marshall & Sterling believes that investment diversification is a critical tool to manage total return and to effectively manage risk. Therefore, all of Marshall & Sterling Wealth Advisors’ model portfolios are diversified across multiple asset classes. Under normal market conditions, Marshall & Sterling Wealth Advisors favors a balanced investment style, meaning that our clients’ accounts will normally have exposure to both equity and bond securities. Contact us today for a no-cost review of your portfolio and to discuss your financial goals.

Vision

At Marshall & Sterling Wealth Advisors, Inc., we have built loyal client relationships based on our knowledge, personalized service and ability to help you navigate the risks and rewards of the markets.

Experience

Our team has more than 30 years of insight and knowledge managing client portfolios in constantly changing markets. Our success stems from our commitment to the Marshall & Sterling Wealth Advisors philosophies.

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.