Family offices wealth management in Pearl River, New York

Milestone Asset Management Group is a leading finance institution located at Blue Hill Plaza in Pearl River, New York, United States. With a team of experienced financial experts, they provide personalized investment strategies and wealth management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Milestone Asset Management Group offers tailored solutions to meet your needs. Trust in their expertise and dedication to help you navigate the complexities of the financial world and secure a prosperous future.

Capital Management Group of New York is a finance institution located at 167 East Central Avenue in Pearl River, New York, United States. At CMG, we prioritize relationships with our clients who value friends, family, and community. We offer services that go beyond traditional wealth and risk management, focusing on managing lives and families. Our financial planning takes into account your values, dreams, and goals to create a personalized strategy. If recent market conditions have left you feeling uncertain, we can help reevaluate your financial situation. Estate planning is also a key aspect of our services to prevent financial burdens for your loved ones. Managing risk is essential in wealth management to protect you and your family from various financial risks. Contact us at our Pearl River or New York City office for services including financial planning, asset management, estate planning, and risk management. Capital Management Group of New York is affiliated with Hightower Advisors, LLC, an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

Edie Haughney is a Financial Advisor at Ameriprise Financial Services, LLC located in Pearl River, New York, United States. She holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise in various areas of finance and wealth management, allowing her to provide comprehensive and specialized financial advice to her clients. With a focus on ethical practices and continuous education, Edie Haughney is dedicated to helping individuals and businesses achieve their financial goals.