Meet Our Team
The People Behind Saratoga Private Wealth Should Be Bigger.
Meet Our Founder
Joseph Vidarte is Vice President and Partner at Saratoga Private Wealth, providing clients with investment management and financial planning guidance tailored to their unique financial goals. As a partner of the firm, Joseph plays an active role in shaping Saratoga Private Wealth’s growth and service model, contributing to the firm’s commitment to thoughtful planning, high-touch guidance, and a consistently elevated client experience.
Joseph brings more than six years of experience from Merrill Lynch, where he supported clients across a wide range of planning needs including portfolio construction, retirement planning, wealth transition strategies, and tax-efficient investment structuring as a senior financial advisor. Known for his disciplined approach and calm communication style, Joseph focuses on helping clients simplify their financial lives while building long-term, strategic plans.
His experience also includes exposure to diverse client segments such as entrepreneurs, corporate professionals, and individuals balancing family wealth planning with career demands. Joseph’s ability to connect on both a technical and personal level has made him a trusted resource for families seeking clarity, organization, and thoughtful guidance.
Before beginning his financial services career, Joseph spent many years in the outdoor industry, where he gained early leadership and teamwork experience. In his younger years, he worked as a raft guide and ski instructor in Jackson, WY, and as a sea-kayaking guide in St. John, developing the calm, focused judgment that now guides his advisory approach.
Joseph earned his Bachelor of Science from Appalachian State University and now lives in Saratoga Springs, NY, with his wife, daughter and son. He is an avid skier, fly fisherman, golfer, and outdoorsman, and he enjoys spending time in nature whenever possible.
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Rachel Arata
Vice President | Director of Client Relations | Saratoga Private Wealth
Rachel Arata serves as Director of Client Relations and Wealth Advisor at Saratoga Private Wealth, where she plays a senior leadership role in overseeing the firm’s client experience, operational execution, and advisory coordination. With more than a decade of experience at Merrill Lynch, she brings institutional depth, strategic perspective, and disciplined leadership to the firm’s growing platform.
Rachel is responsible for guiding the structure and delivery of client relationships from onboarding and portfolio implementation to ongoing planning execution and governance. She identifies opportunities for efficiency and growth across the firm’s operations, ensures smooth logistics at every level of engagement, and fosters a culture of accountability, precision, and innovation. Her leadership helps ensure that each client experience reflects the firm’s standards of discretion, sophistication, and thoughtful execution.
Known for building strong, collaborative relationships, Rachel works closely with clients and partners to navigate the complexities of plan design, investment selection, and ongoing governance. Her background in economics and law informs a structured, analytical approach, allowing her to bring clarity to multifaceted financial decisions.
Rachel earned her undergraduate degree in Economics from Bucknell University and her Juris Doctor from Vermont Law School. Based in the Saratoga Springs area, she remains active in her community and is passionate about fostering animals, volunteering, and travel interests that reflect her values of stewardship, curiosity, and care. By combining her background in law and economics with her dedication to service, Rachel brings both expertise and a thoughtful, personal approach to her role.