Wealth Management

as Distinctive as You Are

 

Advice you can live with

We foster a personal relationship with each client to develop and maintain a customized investment plan. As an established advisory group, our investment philosophy is simple: we focus on proven strategies supported by decades of financial market research to build portfolios that are well-diversified, low-cost, tax-efficient and backed by a disciplined investment approach.

Enjoy what you’ve earned

We help you build and preserve your wealth, create a strategy for passing on a lasting legacy to loved ones or meaningful charities and allow you to pursue your life’s aspirations.

We offer comprehensive longterm planning, detailed day-to-day management and risk-appropriate capital appreciation strategies.

How can we help to get you started?

Call us

518.426.5187

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Advisory Services offered through PKS Advisory Services, LLC DBA Macaluso Wealth Management Group – A SEC Registered Investment Advisory Firm. Securities offered through Purshe Kaplan Sterling Investments, Headquartered at 80 State Street, Albany, NY 12207
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Fixed insurance products are available through PKS Financial Services, Inc. Purshe Kaplan Sterling Investments and PKS Financial Services, Inc. are affiliated companies with PKS Advisory Services LLC.
Investments and insurance products through PKS Advisory Services LLC. and its affiliated companies are NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPLE NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY.