Lynch Wealth Strategies

Directions Website Contact the business

Lynch Wealth Strategies Our client-focused approach makes the difference between chasing returns versus a personalized experience tailored to you.

The complexities of the financial world require sophisticated investment solutions and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your investments, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that align with your specific investment requirements. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Lynch Wealth Strategies is not a registered broker/dealer and is independent of Raymond James. Important disclosure information: http://raymondjames.com/smicd.htm.

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond mar...
10/01/2026

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond market took center stage. Get the details in the latest market recap:

raymondjames.com

One way I support my clients beyond traditional financial planning is by providing complimentary Everplans access. Everp...
09/24/2026

One way I support my clients beyond traditional financial planning is by providing complimentary Everplans access. Everplans allows you to create a secure, organized and shareable plan that brings together financial information, personal wishes and meaningful family details all in one place. Interested in getting started with Everplans? Contact me to learn more.
https://www.raymondjames.com/-/media/RJ/DotCom/Files/pdfs/Everplans_one-pagerpdf.pdf?gv6=5dc8fb33-4a52-4fa6-9c26-1d16307add6b

raymondjames.com

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, t...
08/31/2026

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, the underlying backdrop reinforced that the US economy continues to expand. Get the details in the August market recap:

raymondjames.com

08/13/2026

Think extracurriculars are just about filling up your resume? Learn why colleges value impact, leadership and authentic interests over a long list of activities, and how to build a stronger application.

Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and ene...
08/03/2026

Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and energy making up for a slowing tech sector. Get the details in the July market recap:

raymondjames.com

The road to peace with Iran continued to hold the attention of cautious investors last month, as the outlook for oil pri...
06/30/2026

The road to peace with Iran continued to hold the attention of cautious investors last month, as the outlook for oil price stability and its impact on global markets loomed over an otherwise strong economy. Get the details in the June market recap:

raymondjames.com

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector h...
05/29/2026

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap:

raymondjames.com

As the conflict in the Middle East continues, consumers and labor markets have remained resilient, while corporate earni...
05/01/2026

As the conflict in the Middle East continues, consumers and labor markets have remained resilient, while corporate earnings are expected to grow. Learn more in the April market recap:

raymondjames.com

All eyes turned toward the Middle East as ongoing hostilities sent oil prices skyrocketing past $100 a barrel for the fi...
04/01/2026

All eyes turned toward the Middle East as ongoing hostilities sent oil prices skyrocketing past $100 a barrel for the first time since 2022, causing global markets to price in potential long-term consequences. Read more in the the March market recap:

raymondjames.com

Address

3 Coates Drive, Suite 5
Goshen, NY
10924

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Lynch Wealth Strategies posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Lynch Wealth Strategies:

Shortcuts

Share

Category