A new standard of portfolio management

In today’s world, doing it yourself investing is easier and harder than ever. The multitude of investment choices out there is staggering and confusing. Few people truly have the time, skills, and discipline to go it alone. We are here to help.

Why hire Rhinebeck Wealth Advisors to manage your portfolio?

You prefer to spend your free time doing something other than researching investments, trading, and rebalancing your portfolio
You get worried about missing opportunities or losing money and feel you would benefit from a coach to help you get and stay on track. Anyone can manage their own investments just as anyone can eat healthier and exercise regularly, but some people need a coach to help them do it consistently.
You want access to investments that are not available to all investors.
You want to know that an experienced and trained professional is keeping an eye out for you and your money.
Investing intimidates you and therefore, when left to your own devices, you avoid dealing with your money.
We work on a consultative fee-basis for our clients. As a CERTIFIED FINANCIAL PLANNER^™ Professional and CERTIFIED INVESTMENT MANAGEMENT ANALYST^®, Katherine Reisfeld and Rhinebeck Wealth Advisors have a fiduciary responsibility to work in your best interests and have the expertise and knowledge to do so.

Related Resources

Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.