Welcome to SWA
SARATOGA WEALTH ADVISORS, LLCÂ provides complete financial counsel to individuals seeking the highest quality tax, estate, retirement and investment planning expertise. Recognizing that financial counsel must fit the needs of the individual client, we have designed our range of services with a high degree of flexibility. This allows our professional staff to respond to the … [Continue reading...]
About Saratoga Wealth Advisors
The principals of Saratoga Wealth Advisors, LLC are determined to maintain their reputations as leaders among financial counselors in measures of quality and professionalism. SARATOGA WEALTH ADVISORS, LLC has been formed with a commitment to the highest quality service. All advisors have law degrees or advanced college degrees, plus various professional designations. In addition, all advisors have decades … [Continue reading...]
Services at Saratoga Wealth Advisors
INDIVIDUAL PLANNING SERVICES Individual planning services are designed to provide the highest level of personalized planning and management support for the senior executive. As the individual plan is developed and agreed upon, Saratoga Wealth Advisors, LLC assumes day-to-day responsibility for the implementation and monitoring of the strategies contained within the plan. By coordinating our work with the … [Continue reading...]