Troy · Hudson Riverfront
Wealth Management for Troy, NY
Fiduciary planning for RPI faculty, founders, and the new generation building businesses in Troy.
01
RPI faculty & TIAA planning
Coordinating TIAA traditional vs. CREF allocations, 403(b) and 457(b) sequencing, and pension-style annuity decisions for academic households.
02
Founder equity & QSBS
Section 1202 (QSBS) qualification, 83(b) election timing, and pre-exit liquidity planning for early-stage Troy founders.
03
Historic property strategy
Many Troy clients own restored 19th-century properties. We coordinate insurance, capital improvement reserves, and estate planning around them.
What's included
- TIAA-CREF allocation review and rollover analysis
- 403(b) / 457(b) sequencing for RPI faculty
- QSBS qualification and Section 1202 planning
- Pre-exit liquidity and concentration management
- Historic property cash-flow and insurance modeling
- Estate planning coordination for legacy properties
- In-person reviews at our Albany office, 15 minutes south
Frequently Asked
Questions we often hear
Yes. TIAA traditional vs. variable annuity decisions, 403(b) coordination with 457(b) deferrals, and the eventual lifetime-income elections are core to our planning work for academic households. We help RPI faculty think about retirement income across a 30+ year horizon.
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Schedule a private consultation at our Albany office or by video.
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