Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you.
Our branch team strives to provide a high quality, consistent experience for our investor clients: individuals, families, businesses and non-profit organizations. We work hard to understand their personal goals and to nurture enduring, long term relationships. We achieve this by adhering to the following business tenets:
Ø Utilize objective research and comprehensive financial tools,
Ø Listen well to understand and stay current with clients’ evolving financial needs,
Ø Educate clients on all available investments & insurance solutions, which meet their needs
Ø Holistically integrate branch resources with clients’ other trusted professionals (e.g., their estate attorney, tax accountant),
Ø Have a long term focus, remain personally accessible and regularly communicate with clients,
Ø Provide reliable, customized and convenient services to help clients achieve their goals.
What truly distinguishes our professional practice from others is our team’s reliable service, putting our clients’ interests first and striving to deliver what they expect, each and every day.
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lynch Wealth Strategies, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.
Goshen, NY 10924
It’s rare to find a team like ours. Our experienced professionals have been assembled to offer you the depth of resources, expertise and commitment needed to actively manage and preserve your wealth. We take into account your comfort with risk as well as the values you live by, and use those factors to guide the financial plans we implement. In our experience, the best way to develop a financial plan is by getting to know you, your lifestyle, your values and your goals, so that your financial plan is just that – uniquely yours.
We dedicate our extensive industry knowledge to implementing thoughtful financial planning, developing strategies to see you through life’s most important milestones. We are prudent in managing your assets and carefully selecting investments that match your needs and risk tolerance. Our business is serving you and managing your finances in a way that makes you feel confident about your financial future.
We pay attention to the details and design financial plans tailored to each individual client. And we choose to overlook most passing trends in favor of those we feel could give you the best chance of reaching your financial and personal milestones. We believe prudently managed wealth serves as a means to get you where you want to go, and we’re committed to delivering our best advice to help you get there.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc. Tangredi Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.