NY · Kinderhook

Fiduciary advisors in Kinderhook, NY

1 advisor with offices in Kinderhook. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Kinderhook

Siena Private Wealth

Kinderhook, New York

Independent RIA

Siena Private Wealth is an independent registered investment advisory firm based in Kinderhook, New York, founded in 2019 by Marisa Rothstein, JD, CFP®, AEP. The firm provides comprehensive financial planning and investment management services, with a team that includes a CFP®, CPA/PFS, and estate planning attorney who work collaboratively on planning across investments, taxes, estate matters, and cash flow. Led by Marisa Rothstein and Alan Rothstein, CPA/PFS (who merged his prior fee-only investment firm into Siena in 2024), the practice emphasizes personalized service and long-term client relationships.

View details

Financial advisors in Kinderhook, New York

Advisors serving Kinderhook specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (New York's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

Back to all New York advisors