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HVWM Wealth Management

Our wealth management solution is divided into three distinct practice areas: comprehensive financial planning, custom investment management, and thorough periodic progress review. We employ state of the art, web based technology that allows for online collaboration between you and us, as well as between us and the other professionals you work with, such as lawyers and accountants. Learn more

HVWM Wealth Management Video

HVWM services, process, data collection practices, and real-time review process

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HVWM Financial Planning

Financial planning is the set of processes whereby we help you identify your goals, develop a plan of action to help you achieve those goals, and regularly monitor your progress towards those goals. Financial planning is necessary to plan for retirement, children’s education, charitable giving & philanthropy, and for wealth and estate transfer.

HVWM Financial Planning Process Video

The HVWM financial planning process explained

HVWM Investment Management

There are 5 key characteristics of our Investment Management process:

  1. Asset Allocation
  2. Open Architecture
  3. Tax-managed Investing
  4. Fundamental & Tactical
  5. Alternative Investments & Hedge Funds

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  • Our Commitment to the Community

    We are tremendously appreciative of the commitment that the community and our clients have made to us. Choosing a wealth management firm is a difficult decision, and we truly appreciate every single relationship that we have built. Read More

    We recognize that being an integral part of the community means giving back to those less fortunate. With that in mind, we at Hudson Valley Wealth Management pledge to donate 5% of our annual net revenues to local charities, on behalf of our clients, every year as a token of our appreciation.

    To learn more about our charitable efforts, or to recommend a charity, please contact us .