Our Mission
How We Work
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Our Process
In today’s evolving investment world clients are faced with challenges that need answers and direction. At Capital Saratoga Wealth Management, we work with you to develop an inclusive plan of action that will meet your needs and concerns. Our dedication to this approach is designed to help our clients achieve financial peace of mind.
The information contained within our website will further illustrate our planning process and how we are able to help you achieve and meet your retirement goals and achieve your dreams.
Our History
Our team has over 70 years of combined experience in the investment industry. Our diversified experiences and collaborative approach provide us with the ability to understand and address your specific needs. We look forward to working with clients in building a relationship that creates confidence and puts you on the path to financial success.