Niles Wealth Management

Niles Wealth Management Niles Wealth Management, Inc. provides discretionary portfolio management services for individuals. Niles Asset Management, Inc.

assists financial institutions, including banks, thrifts, and credit unions, in the area of Asset/Liability management. This involves helping these institutions develop risk management policies and strategies in the areas of:
• Interest Rate Risk Management
• Liquidity Management
• Investment Portfolio Management
• Policy Formulation
• Simulation Modeling
• Management/Board Training


We also prov

ide discretionary portfolio management services for individuals, pension plans, trusts, and endowments. Our motto is "Building Wealth Through Disciplined Asset Management". We do not sell investment products as traditional stock and insurance brokers, but rather we manage assets based on the individual needs of our clients. Each portfolio is tailored to fit the risk profile of the client.

03/23/2026
07/17/2025

POTSDAM - Niles Wealth Management has made a generous $50,000 pledge to the St. Lawrence Health Foundation’s Great Care Right Here Fundraising Campaign. The donation, made in loving memory of …

Sydney Niles helped us present a contribution of $1,000 to the “Be a Hero” campaign at the Plattsburgh YMCA.
06/20/2025

Sydney Niles helped us present a contribution of $1,000 to the “Be a Hero” campaign at the Plattsburgh YMCA.

We recently donated $1,000 to the Muckers organization. Congratulations on 25 years of giving back to the local communit...
09/21/2024

We recently donated $1,000 to the Muckers organization. Congratulations on 25 years of giving back to the local community!

We had a great time supporting the Lake Champlain Waves Swim Team this past weekend! ⛳️ ⛳️
07/29/2024

We had a great time supporting the Lake Champlain Waves Swim Team this past weekend! ⛳️ ⛳️

We had a great time supporting the Plattsburgh YMCA golf tournament!
07/20/2024

We had a great time supporting the Plattsburgh YMCA golf tournament!

Happy to present this check for $1,000 to the Plattsburgh YMCA BE A HERO for a BETTER US campaign.
04/15/2024

Happy to present this check for $1,000 to the Plattsburgh YMCA BE A HERO for a BETTER US campaign.

We are excited to open our new office in Potsdam NY!!
02/01/2024

We are excited to open our new office in Potsdam NY!!

Address

65 Court Street
Plattsburgh, NY
12901

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

Telephone

+18339932584

Website

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