Meltzer & Hill Wealth Advisory

Meltzer & Hill Wealth Advisory is a finance institution located at 63 Hurley Avenue in Kingston, New York, United States. We are dedicated to providing investment planning and wealth management services to the Greater Hudson Valley area, as well as New York City and the Albany-Capital Region. With the use of technology, we are able to serve clients in over 25 states across the country.

Our team believes that communication is essential for a successful relationship and financial success. We prioritize building trust through asking the right questions and understanding that there can be multiple correct answers. With decades of experience in developing and executing financial strategies for individuals, families, and corporations, we are here to help and answer any questions you may have.

At Meltzer & Hill Wealth Advisory, we offer a range of services including retirement planning, tax-efficient investment strategies, education funding, employee benefit packages, estate planning, and trust management. We work closely with our clients to tailor investment and accumulation strategies to meet their specific financial goals.

Please note that Wells Fargo Advisors, our affiliate, does not provide tax or legal advice. We recommend consulting with your tax and legal advisors before making any decisions that may have tax consequences. Additionally, insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company.

For residents of select states (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV), we provide securities-related services. Please consult with your financial advisor to confirm services available in your state.

Connect with us on social media for updates and insights, keeping in mind that opinions and actions on social media are those of third parties and may not reflect the views of Meltzer & Hill Wealth Advisory or our firm. Visit our website for more information on investment products and services offered through Wells Fargo Advisors Financial Network, LLC.