as Distinctive as You Are
Advice you can live with
We foster a personal relationship with each client to develop and maintain a customized investment plan. As an established advisory group, our investment philosophy is simple: we focus on proven strategies supported by decades of financial market research to build portfolios that are well-diversified, low-cost, tax-efficient and backed by a disciplined investment approach.
Enjoy what you’ve earned
We help you build and preserve your wealth, create a strategy for passing on a lasting legacy to loved ones or meaningful charities and allow you to pursue your life’s aspirations.
We offer comprehensive longterm planning, detailed day-to-day management and risk-appropriate capital appreciation strategies.
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Advisory Services offered through PKS Advisory Services LLC.,
A SEC Registered Investment Advisory Firm,
Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
Investments and insurance products through PKS Advisory Services LLC. and its affiliated companies are
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPLE
NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY.