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&Partners is a wealth management practice that provides us with industry-leading technology, a flexible investment platform, and dedicated support. This partnership allows us to maintain independence in our advice while accessing robust operational infrastructure, investment resources, and custody services through Fidelity. The &Partners team shares our commitment to putting client needs first, and their platform enables us to deliver better service to our clients.

We offer both advisory programs with asset-based fees assessed quarterly and traditional brokerage services with transaction-based compensation. The right approach depends on your situation and preferences. During our initial conversation, we’ll explain the fee structures clearly so you can make an informed decision about what makes sense for you.

We genuinely care about our clients as people, not just as assets under management. Many of our client relationships span generations, and we often know families before they become clients. Our team brings diverse specialized backgrounds, we’re deeply involved in our community, and we hold ourselves to a simple standard: treat every client the way we’d want our own families treated.

The first step is a conversation. There’s no pressure and no commitment. We’ll sit down (in person or virtually) to learn about your goals, understand your current situation, and determine if we’re a good fit for each other. If it makes sense to move forward, we’ll develop a customized plan and implement it together. Contact us to schedule an initial meeting.

We primarily work with pre-retirees and recent retirees with $500,000 or more in investable assets. Many of our clients are families who value personal relationships and want advisors who genuinely care about their financial well-being. We also work with multi-generational families looking to coordinate wealth planning across generations, including adult children and beneficiaries who may live in other states.

The frequency depends on what you prefer and what your situation requires. Some clients like scheduled quarterly meetings, while others prefer annual reviews with phone calls as needed. We’re flexible and adjust our communication style to fit your preferences. What’s important is that we’re accessible when you need us.

Yes. While we’re based in Norwich, New York, we serve clients in nearly every state across the country. Many of our clients have connections to upstate New York but have moved elsewhere or have family members in different states. We’re equipped to serve clients remotely while maintaining the same personal relationship we offer to local clients.

We believe in customizing portfolios to each client’s specific goals, time horizon, and comfort with risk rather than using cookie-cutter approaches. Our team reviews investments and maintains open communication with clients. With specialized backgrounds in equity analysis, fixed income, and alternative assets, we evaluate opportunities from multiple perspectives to inform portfolio decisions.