MANAGEMENT WEALTH

Morgan Stanley Smith Barney is one of the leading wealth management firms in the global market. Based in Niskayuna, N.Y., the firm offers brokerage and investment advisory services as well as financial and wealth planning services. It provides credit lending services, cash management, annuities, insurance services, retirement plans and trust services. Morgan Stanley Smith Barney is a member of Securities Investor Protection Corporation (SIPC). In addition, the firm caters to numerous individuals, businesses and institutions.

Sage Consulting & Wealth Preservation is a financial investment and wealth preservation firm situated in the heart of historic downtown Saratoga Springs, New York, a city known for its long-standing affluence dating back to the Victorian era. With a focus on the financial goals of clients, Sage Consulting prides itself on incorporating the steadfast, hard-working pioneer spirit that has shaped Saratoga Springs into its personalized wealth management strategies, uniquely equipped to address the specialized needs that come with wealth accumulation. Generated from their website's infomation

Securities America, now operating under the name Osaic Securities, provides a range of financial services, including investment advisory and brokerage services, through its various affiliated firms. These firms are members of FINRA and SIPC, ensuring compliance and security in the financial industry. The company offers services through multiple entities, including Osaic Wealth Inc., Osaic Institutions Inc., and Triad Advisors LLC, among others. Their advisory programs are sponsored by VISION 2020 Wealth Management Corp, highlighting their commitment to comprehensive financial solutions. Generated from the website