Our Saratoga Springs Office

Meet Our Saratoga Springs Colleagues

Principal

Partner

Principal

Principal

Principal

Principal

Partner & Chief Operating Officer for Client Service & Development

Senior Principal

Partner & Chief Practice Officer

Senior Principal

Senior Principal

Associate

Partner

Principal

Partner & Director of Risk Management

Partner & Chief Compliance Officer

Partner

Principal

Partner

Senior Associate

Principal

Partner & Chief Marketing Officer

Principal

Senior Associate

Partner & Chief Training and Quality Officer

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with the advisor well suited to your needs.

Doug Bonaquist's headshot

Doug Bonaquist

Partner

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

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Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Doug Bonaquist

Partner

Doug Bonaquist's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Dan Donofrio

Partner

Individuals and Families

How High-Net-Worth Families Pay for College

October 6, 2025 - High-net-worth families can often afford college outright, but thoughtful planning turns tuition into a strategic opportunity. From 529 plans and trusts to insurance and gifting…

Economic and Market Outlooks

Video: October 2025 Economic & Market Outlook

October 1, 2025 - “Giddy” isn’t a word we usually associate with Partner and Chief Equity Strategist Jim Lebenthal. However, in this Monthly Outlook, he shares some of the signs…

Paul Chmielewski

Partner

Estate Planning

The Power of Substitution

October 2, 2025 - The grantor trust is a popular estate planning tool that allows assets to be removed from an estate while still being taxed to the grantor.…

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