WESTCHESTER WEALTH ADVISORS, LLC

Overview

Westchester Wealth Advisors, LLC operates as an independent registered investment advisor (RIA) that primarily serves individuals and families. The firm offers a range of services, including financial planning and portfolio management for small businesses and individuals. Its business activities also extend to being an insurance broker and providing accounting and legal services. Westchester Wealth Advisors does not focus on environmental, social, and governance (ESG) investments and is not classified as a multi-state adviser. The firm’s fee structure is based on a percentage of assets under management (AUM).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices