Serving individuals and families in Saratoga, Albany, and the greater Capital region
Here at Tailored Wealth Solutions, we work with people who are building, preserving, and transitioning wealth - and who value having a thoughtful partner to guide them through it.
Whether you're a physician navigating complex compensation, a business owner preparing to exit, a family focused on retirement and legacy, or a professional supporting your clients' financial needs - we're here to simplify the complex and help you move forward with confidence.
Our approach is always personal. We start with what matters most to you, build a clear financial picture, and help you make decisions that align with your goals - not just for today, but for the years ahead.
No two clients are alike — but all of ours share a common goal: to feel confident about the future.
who we serve
Medical Professionals
Navigate high income, risk, and practice transitions
Individuals and Families
Grow, preserve, and protect multigenerational wealth
Business Owners
Turn assets into sustainable retirement income
Accountants and Attorneys
Strategic collaboration for your clients
Explore the path for you
Medical Professionals
From practice ownership to retirement planning, we help doctors and dentists turn income into long-term security.
Business Owners
We help owners turn business success into personal financial freedom — with strategies built for growth, protection, and exit.
Individuals and Families
Whether growing wealth or passing it on, we help you plan with purpose, simplicity, and peace of mind.
Accountants/Attorneys
We collaborate seamlessly with COIs to deliver coordinated, high-trust client experiences.
Not sure which path fits you?
We're happy to help you figure that out.
What it looks like to work with us
Every client’s journey is different, but there’s one thing they all have in common: the need for a clear, thoughtful plan. That’s why we put just as much emphasis on process as we do on advice. Our goal is to give you confidence not only in the numbers, but also in the steps we’ll take together.
We start by listening—understanding your priorities, your concerns, and the goals you’d like to accomplish. From there, we design strategies that fit your situation, whether that means retirement planning, tax strategies, or guidance for your business.
Over time, your life will change—and so will your financial picture. Our ongoing role is to adjust the plan as needed, making sure it continues to align with your values and long-term vision.
If you’d like to see how that approach works in practice, visit our process and services pages. They’ll give you a clearer sense of what to expect, and how we support clients like you every step of the way.
Contact Us
Saratoga Springs Location
110 Henry Street
Saratoga Springs, NY 12866