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Wealth Management

Suggested Topics:

• Asset-allocation strategies
• Coordinating investments & taxes
• Employee stock ownership plans
• Environmental, social governance investing
• Estate planning trends & ideas
• Factor-based investing
• Financial planning 
• Investment analysis 
• Key officers’ insurance, stock issuance
• Life/disability insurance analysis
• Managing wealth around a family business
• Retirement planning
• Succession planning
• Technology and wealth management
• The future of asset management
• Wealth management for women

Contact us today:
Dony Bardenett: (315) 579-3901 • dbardenett@cnybj.com
Kelly Bailey: (315) 579-3924 • kbailey@cnybj.com