Investment Management
At the heart of our financial strategy is the integral undersanding that each portfolio and client is unique.
Bouchey Financial Group has helped high net worth individuals, families, businesses and small institutions grow and sustain their wealth by focusing on the individuality of each client.
As a Registered Investment Advisor, Bouchey Financial Group has a fiduciary relationship with our clients', which means we always put their interests first. Being independent lets us focus on providing advice that's unbiased and addresses your unique circumstances. We feel no pressure or incentive to focus on anything else.
With convenient locations in Troy and Saratoga Springs, one of our financial advisors is never far from you. We service clients from throughout the Capital District and beyond.
Individuals &
Families
401(k) and 403(b) Retirement Plans
Endowments & Foundations
Our Investment Management Approach
Our process begins with a comprehensive understanding of each client’s financial picture, including income needs, time horizon, tax considerations, and liquidity requirements. We combine strategic asset allocation, ongoing portfolio monitoring, and proactive communication to help clients stay aligned with their financial plan. As fiduciaries, we prioritize transparency, disciplined decision making, and long-term risk management.
Do you have a financial plan that works for you? Contact us to schedule a free consultation with one of our financial advisors.