General Info

Based in Saratoga Springs, N.Y., Saratoga Wealth Advisors, LLC is a provider of complete financial counsel to individuals seeking tax, estate, retirement and investment planning expertise. The company offers a range of services, including cash flow analysis and management, capital growth and protection, income tax control, benefit plan analysis and utilization, retirement planning, estate and gift planning, and investment management program. It also offers investment management program, through which the firm recommends an overall allocation of client s investment portfolio among stocks, bonds and money funds.