A new standard of portfolio management

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.