About the Adirondack Team
At the Adirondack Team, our mission is to provide financial confidence for retirees through comprehensive planning and tailored investment strategies. We prioritize making decisions that align with our clients' needs and goals. Our approach emphasizes trust, communication, competence, passion, freedom, and accessibility. We have a commitment to staying informed about market, tax and economic changes so we can best serve you. We pride ourselves on our family-oriented culture that fosters long-term multi-generational client loyalty from successful professionals and their families. We strive to always do what we say we are going to do, to ultimately become a trusted partner in the financial journeys of our clients.
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Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Barron’s - Top Mega RIA Firms 2024
Forbes - Top RIA Firms 2024
USA Today - Best Financial Advisory Firms 2025
CERTIFIED FINANCIAL PLANNERS (CFP®)
CERTIFIED PUBLIC ACCOUNTANTS (CPA)
JURIS DOCTOR (JD)
LOCAL OFFICES
USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.