A complete list of active advisors currently associated with Quint Investments and Insurance

Warmer can help you find a great advisor at Quint Investments and Insurance or one who fits your needs even better.

Hudson Valley Wealth Management Group, the advisory business of Quint Wealth Management, Inc., serves individual investors and employer-sponsored pension and profit‑sharing plans, managing about $110 million for roughly 400 clients through a team of eight advisors. The firm provides ongoing portfolio management and financial planning, creating Investment Policy Statements and conducting regular portfolio monitoring tailored to clients’ goals and risk tolerances. The firm primarily recommends mutual funds and ETFs — including precious‑metal ETFs — and applies a long‑term trading approach that incorporates both fundamental and technical analysis to construct client portfolios. It generally seeks discretionary trading authority, coordinates custodian‑based reporting (Schwab is the primary custodian), and offers both fixed‑fee and hourly financial planning engagements. Noteworthy aspects include closer integration with insurance and related services: several supervised persons are licensed insurance agents and insurance activities are conducted through an affiliated insurance agency and other agencies, and a supervised person operates a Medicare‑focused insurance business; additionally, a supervised person has an ownership interest in an accounting firm that may provide tax or accounting services to clients. These affiliations, along with the firm’s disclosure that it may receive broker‑provided research (soft‑dollar benefits) and its no account‑minimum policy, represent operational features and potential conflicts that the firm discloses to clients.

To learn more about the advisors currently working at Quint Investments and Insurance, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.