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Submitted URL: http://wealthmg.com/
Effective URL: https://www.wealthenhancement.com/s/acquisitions/adirondack-retirement-spec-wealth-mgmt-group
Submission: On March 08 via api from US — Scanned from DE
Effective URL: https://www.wealthenhancement.com/s/acquisitions/adirondack-retirement-spec-wealth-mgmt-group
Submission: On March 08 via api from US — Scanned from DE
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Loading ×Sorry to interrupt CSS Error Refresh PRIVACY PREFERENCE CENTER When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer. More information Allow All MANAGE CONSENT PREFERENCES TARGETING COOKIES Targeting Cookies These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising. PERFORMANCE COOKIES Performance Cookies These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance. STRICTLY NECESSARY COOKIES Always Active These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information. FUNCTIONAL COOKIES Functional Cookies These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly. Back Button COOKIE LIST Search Icon Filter Icon Clear checkbox label label Apply Cancel Consent Leg.Interest checkbox label label checkbox label label checkbox label label Confirm My Choices Skip to Main Content External Website * Home * Individual & Families * Businesses * Insights * Who We Are * Meet With Us * More Expand search Search * Search "" Close search LocationsLog In Adirondack Retirement Specialists and Wealth Management Group Your Advisors, Backed by an Expanded Team We're happy to announce that Adirondack Retirement Specialists and Wealth Management Group have partnered with Wealth Enhancement Group, an independent wealth management firm headquartered in the greater Minneapolis, Minnesota area. Adirondack Retirement Specialists and Wealth Management Group have partnered with Wealth Enhancement Group Our firms have very similar philosophies and values, all of which focus on delivering the best possible advice for each client. We believe this partnership strengthens our capabilities, deepens our resources and improves our ability to serve you well for years to come. Your Adirondack Retirement Specialists and Wealth Management Group teams won’t change; by partnering with Wealth Enhancement Group, we expect to be able to spend more time with clients by leveraging the strengths and overlapping capabilities between our teams. A Team Approach to Comprehensive Wealth Management Our mission at Wealth Enhancement Group is to improve our clients’ lives by delivering the best possible advice. One of the ways we seek to accomplish this objective is to work as a team. You’ll continue to work with your team from Adirondack Retirement Specialists and Wealth Management Group. They’ll now be backed by an entire Roundtable™ team of specialists at Wealth Enhancement Group, covering planning, investments, and tax strategies. Client Logins * Charles Schwab * eMoney Our Queensbury NY Office We will continue to work side by side with you to simplify your financial life from our Queensbury NY office location. See Location Details Our Rochester NY Office We will continue to work side by side with you to simplify your financial life from our Rochester NY office location. See Location Details Your Advisory Team The advisor and client service team that you have come to know and trust will remain your points of contact. SEAN BERGER SENIOR VICE PRESIDENT, FINANCIAL ADVISOR * Queensbury, NY Learn More JONATHAN DANISE FINANCIAL ADVISOR * Queensbury, NY Learn More ADAM MARK SENIOR VICE PRESIDENT, FINANCIAL ADVISOR * Rochester, NY - Winton Road South Learn More DEREK DONNARUMMA FINANCIAL ADVISOR * Rochester, NY - Winton Road South Learn More Your Support Team * Office Manager Jeannette Buonviaggio * Client Service Associate Cody Kostrzebski * Client Service Manager Christine Koch * Team Operations Manager Eric Schmidt About Us * Locations * Awards & Accolades * Careers * NorthCrest Asset Management * Partner With Us * Partner Programs * Newsroom * FAQs * Blog Contact Us 1-800-492-1222 info@wealthenhancement.com Corporate Address 505 North Highway 169, Suite 900, Plymouth, MN © 2023 Wealth Enhancement Group. * Security * Privacy Policy * California Privacy Policy * Do Not Sell or Share My Personal Information Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Trust services offered through Wealth Enhancement Trust Services, LLC, a trust company chartered under South Dakota law. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure website. WEAS ADV Part 2A with Form CRS Form CRS WEAS ADV PART 2A Appendix 1 This site is published for residents of the United States only. Investment Advisor Representatives of Wealth Enhancement Advisory Services may only conduct business with residents of the states and jurisdictions in which they are properly registered. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security. Loading