An experienced and committed team
Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.
Stephen Charles "Steve" Wright, CFP®
Randall F. DeVaney
First Vice President - Wealth Management
Financial Advisor
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518-745-5500
Christopher M. Zito, CFP®
Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
Portfolio Manager
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518-745-5500