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Who We Are

Who We Are

Saratoga Wealth Management is a firm built around the needs of our clients.  To ensure that the unique needs of our clients are met:

  • We employ a team approach to provide you well-rounded and suitable financial advice;
  • We have regular face-to-face meetings to help our clients feel in control of their futures;
  • We provide a high level of value while minimizing your costs to invest; and
  • Our first meeting with you is always complimentary so that both sides are comfortable with working together.

Our Team Approach

A superior client experience is our main focus at Saratoga Wealth Management. We concentrate our team's years of diversified experience on helping you to achieve your financial goals and to be comfortable and confident about your financial future.

<strong>Our Team</strong>

Our Team

Our business is built on a foundation of thoughtful client relationships. We exist without any conflicts of interest, and we put your needs first. Learn more about our team approach.

Our Principles

The foundation of our firm is educating and empowering our clients to understand their financial situations.  We want our clients to be confident that they are on the right path that will help their portfolios to grow and achieve their life desires.


Whether you are a first-time investor or an experienced one, we understand that investing can be a daunting task. We have built our business around the pillars of select products, premium service, insightful advice and developing long-term relationships with our clients.

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