At Mussett Wealth Management, LLC, we combine knowledge, experience and a collaborative working environment to help you achieve your goals. Each client experience is customized to meet your individual needs. That’s what makes us different.
Mussett Wealth Management is a financial planning and Registered Investment Advisory firm located in Guilderland, New York. We offer comprehensive financial planning, that encompasses retirement, estate, education and risk planning and investment management, to individuals, families, charities and small businesses.
Our goal is helping clients make wise and informed choices with their money. Mussett Wealth Management integrates retirement, risk, estate and education planning with investment management and tax strategies to help our clients achieve the life and retirement they desire. We work with families and individuals in a comfortable setting where relationship building is a priority.
Whether you are concerned about building your assets, protecting your family, evaluating your retirement options or planning for the security of someone you care about, Mussett Wealth Management has the experience and training to help. Our professionals are CERTIFIED FINANCIAL PLANNER™ practitioners. As such, we abide by a written and enforced Code of Ethics and must complete annual continuing education in financial planning curriculum for recertification. Our professionals have years of experience in retirement planning, financial analysis, investment strategy, and portfolio design and management. We use our training and experience to integrate our knowledge of retirement planning, investments, taxes, insurance, debt, and estate planning into personal advice that’s focused on your goals.
As fee-based investment managers, we have a vested interest in seeing our clients’ assets grow as our relationship develops.
Today is always the best time to get started. Whether you are building assets for the future – or seeking to protect, enjoy and pass on those you already have – Mussett Wealth Management can help you achieve your goals.
For more information on our firm, please refer to our most recent ADV Part II.
Please contact us to schedule your complimentary, introductory meeting.