A plan tailored for you For the goals you want to accomplish
Robert E. Lane, CPWA®
Executive Director
Branch Manager
Visit Executive Wealth Consulting Partners
Visit Greco Wealth Management Group
Visit Darden Executive Financial Advisors
518-745-5500
800-526-3763
80 State Street
Suite 800, 8th Floor
Albany, NY 12207
In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.
As your personal advocate, I provide you with advice that is tailored to your circumstances and priorities. I start with a detailed plan for all you'd like your wealth to achieve. Over time, I adjust your plan as your circumstances change, so you can embrace your financial future with confidence.
My perspectives
Insights