Luis Servellon, Private Wealth Advisor

Luis Servellon, Private Wealth Advisor Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Luis Servellon, Private Wealth Advisor, Financial planner, Saratoga Springs, NY.

Start this week with intention, not in a rush…
06/08/2026

Start this week with intention, not in a rush…

06/01/2026
A trust is a legal entity that holds assets for the benefit of another. Basically, it's like a container that holds mone...
05/26/2026

A trust is a legal entity that holds assets for the benefit of another. Basically, it's like a container that holds money or property for somebody else. Read the article to learn more.

Trusts are powerful and versatile estate planning tools.

With the potential for tax-free retirement income, Roth IRAs may be appealing investment vehicles. There are three ways ...
05/18/2026

With the potential for tax-free retirement income, Roth IRAs may be appealing investment vehicles. There are three ways to fund a Roth IRA. Read the article to learn more.

There are three ways to fund a Roth IRA.

It's nice to own stocks, bonds, and other investments. Nice, that is, until it's time to fill out your federal income ta...
05/12/2026

It's nice to own stocks, bonds, and other investments. Nice, that is, until it's time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments and how are they taxed?

Investments are taxed in a variety of ways.

Exchange-traded funds (ETFs) have become increasingly popular since they were introduced in the United States in the mid...
05/11/2026

Exchange-traded funds (ETFs) have become increasingly popular since they were introduced in the United States in the mid-1990s. Their tax efficiencies and relatively low investing costs have attracted many investors.

Understand how exchange-traded funds (ETFs) work and the differences among the variety of ETFs available.

05/05/2026

This brief primer describes 403(b) plans and why they might be a good to save for the future.

05/04/2026

Anyone with earned income can have an IRA. The difference may be in deductibility.

Address

Saratoga Springs, NY

Telephone

+15183365467

Website

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