Our Story

The financial services industry has changed: The attention to the individual that was once the cornerstone of the investing world has been forgotten. Financial firms today seem to limit their efforts to servicing only their ultra high net worth and corporate clients, leaving most individual investors feeling unappreciated and underserved. Individual investors deserve better, which is why I founded Hudson Valley Wealth Management – to help my clients, and all of the other people in my community, get the highest quality financial advice available, at the same low cost that larger financial institutions charge their institutional clients, with the level of individual attention I feel people are entitled to.

Those are the goals of HVWM – to provide institutional style advice, at institutional investment prices, with individual attention given to every client. We never charge commissions. We never sell products. We will never have conflicts of interest between our clients and a parent company or a product provider. Simply, Hudson Valley Wealth Management is a fee-only, SEC registered Investment Advisory practice that is legally bound to put our clients’ interests before our own. We are your advocate, and your success is our success. I understand that choosing a wealth management firm is an extremely important decision, and I truly hope you will give us the chance to show you how different HVWM is.

– Christopher J. Conover, President and Founder

About Our President

Christopher Conover is the Founder, President, and Chief Investment Strategist of Hudson Valley Wealth Management. For more than a decade, Mr. Conover has been an integral part of the financial services community, as a marketer, as a salesperson, as an executive, and as a valued speaker at industry conferences both nationwide and abroad.

His experience spans the financial services world, with asset management firms like Sun America Mutual Funds, insurance and annuity companies like Guardian Life Insurance, and specialty and alternative asset class managers like Van Eck Associates, who manage commodity, emerging market, ETF, and alternative asset class (hedge fund)assets.

Mr. Conover has a BA in Economics from Fordham University, and an MBA in Finance from Fordham University. He is a member of the Financial Planning Association (FPA), the Wealth Advisor Institute, the American Finance Association (AFA), and the International Association of Financial Engineers (IAFE). Socially, he is on the Board of Directors of the Society of the Friendly Sons of Saint Patrick in the County of Rockland, is a member of the Holland Society of New York, and graciously donates to and volunteers with the Rotary Club of Pearl River, Meals on Wheels, and a number of other local and national charities.

Our Philosophy

Our investment philosophy is quite simple – at HVWM, we aim to achieve the best returns possible for our clients, pursuant to their individual situations, through low-cost, tax-efficient, conservative investment management.

We believe that everyone is entitled to the same quality of wealth and investment management service that is typically reserved only for the ultra–wealthy at most brokerage firms and investments banks.

We believe that our firm’s model, the fee-only advisory model, is best suited for this type of investing. We have a strict fiduciary responsibility to our clients – to put their best interests before our own. As such, we use the lowest cost, most efficient investment products available in the market today to deliver superior returns and measured risk through intelligent, personal, and comprehensive wealth planning and investment management.

We truly treasure every client relationship we have, and we will never forget what an honor and privilege it is to have been chosen by our clients as their financial partners.

An out of town visitor was being shown the wonders of the New York financial district. When the party arrived at the Battery, one of his guides indicated some handsome ships riding at anchor. He said, ‘Look, those are the banker’s and broker’s yachts. The naive customer asked, “where are the customer’s yachts?”

– Fred Schwed Jr., “Where are the Customer’s Yachts?”