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Professional asset management and planning begins here.

Pursuing your financial goals is more complex than ever. New types of securities, an ever-changing U.S. economy, and dynamic global markets all create opportunities – but only for those who have the time and experience it takes to make the right decisions.

You can join the select group of investors who rely on our time and experience. Because we devote our every effort to pursuing your investment objectives, you can take time to enjoy life. Not only can you meet the investment challenges of today, you can capitalize on the opportunities of tomorrow by adopting our disciplined approach to money management. We seek to enhance your personal wealth by pursuing growth over the long term.

Our financial relationship extends beyond investment expertise. We also offer a high level of personal service that is hard to match in today’s financial climate. We make every effort to understand you and your needs – all to offer you a very different kind of financial relationship.

 

Investment and Financial Planning
Rhinebeck Asset Management can help identify your specific goals and develop strategies to make your goals a reality.

 

Products

Full Service Brokerage

  • NYSE / NASDAQ Equities
  • Corporate bonds
  • Municipal bonds
  • Government bonds
  • Mutual Funds
  • ETF's

Professional Asset Management

  • Professionally managed, customized investment portfolios
  • Wrap Accounts

Annuties

  • Fixed
  • Variable
  • Index

Individual Life Insurance

  • Term
  • Whole Life
  • Variable
      

Services

Financial Planning

  • Retirement Planning
  • College planning
  • Tax advantage planning*

Wealth Management Planning

  • Accumulation
  • Preservation
  • Distribution

Business Continuity Planning

  • Key Man
  • Buy / Sell agreements
  • Disability buy out
  • Succession planning

Insurance Planning

  • Guaranteed income planning**
  • Life insurance planning
  • Disability insurance planning
  • Long term care planning

 

* We do not provide tax advice. Consult your tax advisor. 
** All guarantees are by the issuing insurance company and are subject to the claims paying ability of the insurance comapany.