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Discover the Power of Integrated Financial Solutions

As your one-stop shop, we offer a full suite of services designed to meet all your financial needs. From wealth management and tax preparation to alternative investments for suitable clients, insurance, payroll, and bookkeeping, we have you covered.

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Wealth Management

Wealth Management

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Tax Preparation

Tax Preparation

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Insurance

Insurance

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Alternative Investments

Alternative Investments

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What We Do
Serving As Your Comprehensive Financial Partner

At Saranac Advisors, we set ourselves apart through communication and a comprehensive suite of services, ensuring clear and proactive dialogue with all clients. Our experienced team delivers tailored solutions across financial planning, providing for your financial journey.

  • Wealth Management: We offer financial assessment, tailored recommendations, continuous portfolio monitoring, and dedicated support to help you navigate the complexities of wealth management.
  • Tax Planning: We proactively identify opportunities, develop personalized strategies, and stay informed about changes in tax legislation to optimize your tax position.
  • Alternative Investments: When it comes to handling alternative investment solutions, we understand that private equity investments will provide unique growth opportunities but also carries associated risks.
  • Insurance Planning: We assess your unique risks and design a comprehensive protection plan tailored to your needs, offering experience in life insurance, disability coverage, and more, ensuring that you and your family have a safety net in place.

What Sets Us Apart
Your Steadfast Partner
In Financial Success

Our greatest value lies in our holistic approach to financial well-being. We are dedicated to preserving your assets, creating reliable income streams, and helping you accumulate wealth, all while fostering a collaborative team environment. Our experts work tirelessly to address your tax and insurance needs, ensuring that every aspect of your financial journey is supported with precision and care.

01
Business Owners

We can provide tailored financial strategies and guidance to assist business owners in optimizing their finances, enhancing cash flow management, and planning for long-term growth and stability.

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02
Corporate Executives

We help corporate executives to optimize your financial strategies, manage complex compensation packages, and make informed decisions that align with your long-term goals.

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03
Pre-Retirees & Retirees

We partner with pre-retirees and retirees to help you navigate the complexities of retirement planning to build towards a secure and fulfilling future.

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04
Families

We can offer personalized financial plans and advice to families, helping them achieve their financial goals, work to secure their future, and navigate important life milestones with confidence.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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About Us
Creating a Meaningful
Journey Towards Growth

We are an experienced financial advisory located in New York's Adirondack region, offering comprehensive solutions through its affiliated companies, including Saranac Tax Services, Saranac Insurance, and Saranac Wealth Management. The firm is committed to a holistic approach to wealth management, prioritizing personalized attention and maintaining clear communication to meet the unique needs of each client. Driven by integrity and honesty, Saranac Advisors guides clients through financial planning, investment management, and risk mitigation to achieve financial objectives.

A Look Into Our Process

A successful financial journey begins with our well-defined process that prioritizes our clients' unique needs and goals. Our approach is built on four key steps designed to foster trust, understanding, and growth:

Step One:
Getting To Know You

We start by building a strong relationship with each of our clients. We understand that trust and open communication are the foundations of effective financial planning. By taking the time to get to know you personally, we establish a partnership based on mutual respect and understanding.

Step Two:
Understanding Your Financial Needs

Every client has distinct financial goals and challenges. Our team conducts a thorough assessment of your current financial situation, aspirations, and risk tolerance. This step ensures that we have a comprehensive understanding of your needs, allowing us to tailor our services to align with your specific objectives.

Step Three:
Implementing Wealth Accumulation Strategies

With a clear understanding of your financial landscape, we develop and implement customized strategies designed to help you accumulate and preserve wealth. Whether it's investment management, tax planning, or risk mitigation, our solutions are crafted to optimize your financial potential and help secure your future.

Step Four:
Serve As A Valuable Resource For Future Life Events

Life is dynamic, and financial needs can evolve over time. As your trusted advisors, we remain a valuable resource for navigating future life events, whether it's planning for retirement, funding education, or managing unexpected changes. Our commitment to you extends beyond immediate goals, ensuring that you have the support and guidance you need for every stage of life.

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NATP Member

resources
Explore Our Knowledge Library

Explore our comprehensive suite of resources today and learn more about enhancing your financial well-being. With us, you can access valuable tools and insights that can help you achieve your financial goals.

Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
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Medicare At 65+

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
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Retirement Plan Choices for Small Businesses

Retirement Plan Choices for Small Businesses

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
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Contact Us
We Want to
Hear From You

Schedule an appointment with our experienced financial advisors to start building a roadmap towards financial security and prosperity for you and your loved ones. Take the first step towards securing your future by booking a consultation with us today.

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