Wealth management helps others pursue their financial goals, advance their personal freedoms, and plan for both the expected and unexpected events in life.

Queensborough Wealth management consists of a team of financial advisors who specialize in trust, estate planning and risk management. We also partner with outside attorneys and CPAs to best ensure and secure sound estate plans for our clients.

Most people do benefit from sound financial advice. The essential ingredient in making any financial relationship and plan work though is trust. If you trust your advisor, you're more likely to execute on the financial plan(s) they recommend.

There's not a minimum to begin saving. Many wealth firms have relationship minimums based on dollar amount and total assets. Queensborough Wealth Management meets people where they are today, regardless of asset size, and works to help with both their immediate and long-term needs and goals.

We manage risk by first getting to know our clients' risk tolerance. This is a foundational component to managing any risk. We also consider our client's unique financial goals, circumstances, and aspirations. All of this and more helps us identify and customize the best options available.

Our wealth team includes fiduciaries, as well as financial advisors and Certified Financial Planners.

Fees within wealth management vary depending upon the solution(s) and/or product(s) provided. Some relationships are also fee based which this varies depending on the size of the relationship.