I grew up with parents who own a local business in Fishkill, and that taught me the importance of hard work at a young age. As a financial advisor, I enjoy utilizing that same entrepreneurial spirit to connect with families and business owners in town.

Selecting an individual to assist you in preparing for your family's financial future is a very personal decision. One-size-fits-all may be fine for some investors, but we believe investments should be tailored to your needs and not based on generic guidelines for someone your age or at your stage of life.

The core focus of our practice is developing strategies so that you are prepared to meet the challenges life presents you. We are at our best when we are helping individuals and families with the following needs:
– Creating rising income in retirement
– In the midst of life changes (sudden wealth, job transition, sale of real estate, etc.)
– Business retirement plans for small businesses

Being a Hudson Valley native, the opportunity to grow my business and my life in this community gives me great pride. I am an active member in the Fishkill Rotary. I enjoy living in a town with a strong community presence and a variety of outdoor activities, but most importantly, I like to spend my time surrounded by friends and family.

My branch office administrator, Pamela Willig, is dedicated to offering you an ideal client experience. We work together in concert to provide highly personalized service. All aspects of our business are aligned to help us understand and exceed your unique goals and needs.

As I look forward to the future with a great deal of energy, I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.

Let's work together.

Keep in touch with me on Facebook and LinkedIn!
– Linkedin.com/in/Austin-Schweitzer/

Focus areas

  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Volunteering
  • Soccer
  • Hiking

Office Information

Office Address

1399 Route 52 Suite 101 Fishkill, NY 12524

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 06:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Request an Appointment

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