Sandeep Patel Select Wealth Partners

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Sandeep Patel Select Wealth Partners Let our Wealth Advisory Team guide you down the path to achieve the goals that mean the most to you, with strategic, individual financial plans catered to you.

Sandeep was inspired to serve in the financial industry after being encouraged by his father, a medical doctor, to help people improve their lives, and it laid the foundation for his passion in financial services. He got his start by serving as an assistant to a financial advisor in 1994 and became a Licensed Financial Advisor in 1997 and continued to pursue his passion for the next 20 years. Sandeep is Securities Licensed in 29 states and has obtained Series 6, 7, 63, and 65 Securities Licenses. He is also Life, Accident, and Health Insurance Licensed in 22 states. He specializes in all aspects of the financial planning process, from the Discovery Phase to the Implementation Phase to the Review Phase. He strives to be the go-to resource for all of his clients when it comes to managing their finances and working with other trusted advisors to achieve their financial goals. A native of Bayside, Queens in New York City, Sandeep currently resides in Campbell Hall, New York with his wife, Sejal, and their two children, Misha and Arav. He is actively involved in the Community through his Children’s Education and Sports Activities and the local Hindu Temple and the Indian Association of Catskill Region, where he serves both as a board member and an active volunteer. In his free time, Sandeep enjoys reading science fiction and spy thrillers, camping, hiking, boating, and travelling with his family.

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.
09/29/2026

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
09/24/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

When was the last time you updated your will?
09/22/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
09/17/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

Wall Street has a lot of cliches. How many do you know?
09/15/2026

Wall Street has a lot of cliches. How many do you know?

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Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and ...
09/10/2026

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and think through what makes sense for you.

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

09/08/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/07/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provokin...
09/03/2026

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Surprises crop up every day, and they’re a great reason to work with us.
09/01/2026

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

Address

2354 State Route 17A
Goshen, NY
10924

Opening Hours

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

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