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Welcome to Rhinebeck Asset Management


How We Approach Today’s Financial Environment

Rhinebeck Asset Management is a division of Rhinebeck Bank, headquartered in Montgomery and serving the Hudson Valley. We pride ourselves on providing access to full service, professional asset management and planning services to both individuals and businesses. Whether your goal is preparing for retirement, saving for college, or planning your estate, our personalized service focuses on your financial goals and objectives.

Our team has over 30 years of professional experience in financial services - we understand your needs, address your goals, and look forward to working with you through all of life’s milestones.


Contact Us Today!

2134 State Route 208
Montgomery, NY USA 12549
Phone: (845) 567-3930
Fax: (845) 567-3996




Investment and certain insurance products offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.
Rhinebeck Asset Management is a division of Rhinebeck Bank. Infinex and Rhinebeck Bank are not affiliated.