Priority Wealth Management
Financial Services - Poughkeepsie, NY, US
Priority Wealth Management Employees
Priority Wealth Management Details
Our Firm Through Walnut Street Securities, Inc., Priority Wealth Management can offer creative variable insurance planning and market-sensitive investment services.Using insurance as a creative and flexible tool for financial management, we design and implement comprehensive programs to fund estate tax liquidity needs, to establish salary continuation programs, to provide retirement funding programs and employee benefit packages, and to fund buy-sell agreements. We work closely with our clients' legal and accounting advisors to focus on important needs and to develop programs that ensure achievement of financial objectives.At PWM, we also offer highly-specialized investment services that are specifically directed toward the financial opportunities available in mutual funds, unit-investment trusts, municipal bonds, and annuities.Periodic program reviews, which are necessitated by constant changes in the business climate, are standard practice at PWM. Client programs are continuously reevaluated in light of current economic conditions and changes in the tax law. As representatives in insurance and financial services, our objective is to provide the knowledge that will enable you to take advantage of the latest insurance-related products and investment strategies to further your financial goals.We welcome your inquiries, and look forward to providing you with the quality service that has built our reputation.Charles S. Kaufman, CFP™
Priority Wealth Management Technologies
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