“Well done is better than well said.”- Benjamin Franklin

At Saratoga Financial Services, our experience, education and credentials qualify us to provide a full array of financial services solutions to serve the needs and goals of our clients.

Investment Management

Managing each client’s wealth is a fundamental service we provide as part of our long-term financial planning strategy.  We believe that constructing a client portfolio that incorporates effective asset allocation, independent research, and experienced portfolio management will help deliver a path that best serves the needs of each client.  Our services include:

Monitoring and Managing Portfolios
Strategic Diversification
Riskalyze™ Analysis 
Cash flow management
Sustainable Investing