Financial Planning & Wealth Management

Welcome to Private Advisor Group

Private Advisor Group is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to help grow, protect, and conserve your wealth by delivering a superior level of personalized service and high quality advice.

We encourage you to explore our site and learn more about the services we provide access to. Should you have any questions or would like more information on our firm, please feel free email us or call us at(315) 703-1333. We look forward to hearing from you.

Helpful Content

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Perception vs. Reality

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

5 Benefits of Working in Retirement

Here are 5 reasons why you may consider working through retirement.

What's My 2026 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

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Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.