Financial Advisor in Orange County, NY
Bring Your Financial Life From Chaos to Clarity.
Your financial life touches everything you care about—from your family and career to your future retirement in the Hudson Valley. At Cammareri Wealth Management Group, we serve individuals and families across Orange County, NY from our office in Goshen, helping you simplify investments, retirement, insurance, Medicare, and estate decisions under one roof.
Whether you work locally, commute to New York City, or run a business right here in Orange County, we’re here as a fiduciary financial advisor to help you get organized, make confident decisions, and move from financial chaos to clarity.
Local Financial Planning, Tailored to Orange County Residents
Guidance That Fits Your Life, Not Just a Spreadsheet
Life in Orange County, NY can be unique: a mix of commuters, professionals, business owners, and retirees who value both opportunity and community. You may be juggling 401(k)s from city employers, local real estate, college planning for kids, and dreams of retiring right here in the Hudson Valley.
We take the time to understand how you live, where you work, and what you want the next 10–20 years to look like. Then we build a coordinated plan around it—one that balances growth, protection, and tax awareness, and that feels realistic for your day-to-day life in Orange County.
A Comprehensive Approach to Your Financial Life
Managing money isn’t just about one account or one decision. We help bring the major pieces together so your plan actually works in real life:
Wealth Management and Investment Guidance
We design investment strategies that are aligned with your goals, time horizon, and comfort with risk—not just the headlines. From taxable accounts to IRAs and 401(k)s, we help you consolidate scattered investments and create a coordinated wealth management plan for the long term.
Tax-Efficient Investing
What you keep after taxes matters more than what you earn on paper. We look at account types, asset location, realized gains, and distribution strategies to help keep your portfolio as tax-efficient as possible, while staying aligned with your broader financial plan.
Portfolio Risk Management
Markets move. Your portfolio shouldn’t be built on guesswork. We evaluate your current holdings, identify concentration risks or gaps, and design a diversified portfolio intended to balance growth with protection. As conditions change, we adjust your allocation to keep it tethered to your goals instead of headlines.
Get Started
We start by talking about what “legacy” means to you—supporting children or grandchildren, helping a loved one with special needs, giving to charities, or preserving a family property or business. This conversation guides every decision that follows, so your plan reflects your values as much as your balance sheet.
