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Advising the

Modern Wealth

Independent advice, modern research, and strategies built around the life you’re building.
Who We are

Unconventional Thinking. Thoughtful Strategies. Personal Guidance.

We work with families, executives, entrepreneurs, and business owners whose needs span planning, investing, and long-term strategy. Drawing on our experience and a philosophy rooted in independent thinking, we continually refine our approach—pairing what we’ve learned with new insights to help clients navigate a changing financial landscape.
What We Do

Wealth Management & Investment Management

Individualized service at all stages of wealth. A modern, research-driven investment process designed to remain risk-aware, and unconstrained by traditional allocation formulas. Portfolios are constructed using both public and private opportunities to create durable, thoughtfully balanced strategies aligned with each client’s objectives.

Wealth, Tax & Estate Strategy

Seeking a multi-disciplinary planning approach that integrates tax strategy, estate structure, philanthropy, insurance design, and long-term wealth considerations. Each component is coordinated to simplify complexity, preserve capital, and support a client’s broader goals and legacy.

Individualized Financial Planning

Personalized planning built around the unique needs, circumstances, and ambitions of each client. Guidance is designed to bring clarity to cash flow, retirement readiness, major life transitions, and ongoing coordination with tax and legal professionals to support confident long-term decision-making.

In Good
Hands

We’ve built our identity around doing things with precision— and doing them in ways that break from the ordinary. Our commitment is to deliver what the future of financial services should be: thoughtful, modern, and shaped by the experience that brought us here.

Our Philosophies

Our principles are rooted in integrity, independent thinking, and a deep respect for the responsibility entrusted to us. We approach every relationship with clarity, discipline, and a long-term perspective, ensuring our guidance remains thoughtful, objective, and aligned with our clients’ best interests.

our philosophies

Our Team

The people behind the philosophy, stewards of your wealth, partners in your future

Our team

The Saratoga
News & Insights

Explore our latest announcements, thought leadership articles, and project milestones. From breakthrough technologies to community initiatives, this is where you’ll find what’s new and next at SPW.

Saratoga News & Insights

In The News

November 26, 2025

Saratoga Private Wealth officially launched on November 25, 2025, marking the beginning of our mission to deliver a more modern, independent approach to wealth management. This is where we share firm announcements, market perspectives, planning ideas, and thoughtful insights designed to help families make better financial decisions.

Saratoga News & Insights

In The News

November 21, 2025

Saratoga Insights is where we share perspectives on markets, planning strategies, and the evolving landscape of wealth management. Our content is built on independent research, disciplined analysis, and a commitment to helping clients make informed, confident financial decisions.

Who Is LPL Financial?

In The News

November 21, 2025

LPL Financial is one of the nation’s leading providers of independent investment and brokerage services. The firm supports more than 20,000 financial advisors and institutions across the country with robust technology, objective research, and comprehensive operational support.

We’re Glad You Found Us

Let’s start a conversation that helps you move forward with clarity and confidence

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Saratoga Private Wealth . All right reserved.

Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government
Agency Not Bank Guaranteed
Not Bank Deposits or Obligations May Lose Value

Company
  • Saratoga Private Wealth
Contact Info
  • 229 Washington St. Suite 101 Saratoga Springs, NY 12866
  • 518-580-3900
  • harrison@saratogapw.com

LPL Financial Form CRS

Check the background of your financial professional on FINRA’s BrokerCheck.

The registered representatives on this site are registered with and securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA & SIPC. Saratoga Private Wealth LLC and the DBAs mentioned on this site are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:  CA, CT, DE, FL, MA, MI, NJ, NY, NC, OR, PA, SC, VA