Westchester Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Westchester Wealth Management serves individual investors (both non‑high‑net‑worth and high‑net‑worth), pension and profit‑sharing plans, and corporations. The firm provides discretionary model portfolio management, a Manager‑of‑Managers program that selects third‑party advisers, comprehensive financial planning, pension consulting for employer‑sponsored retirement plans, and insurance brokerage services, and it offers educational seminars and workshops to the public and organizations.
The firm’s investment approach centers on a proprietary Model Portfolio Series using a multi‑bucket methodology that prioritizes capital preservation and proactive risk management before seeking long‑term growth; portfolios are implemented mainly with ETFs and mutual funds and may include annuities, and are managed to clients’ investment policy statements and tax considerations. Westchester Wealth Management also conducts manager searches and places clients with selected third‑party managers when appropriate, and it provides written financial plans while offering both hourly and negotiable fixed‑fee compensation options.
Noteworthy features for a firm of this type include the principal’s licensed insurance brokerage activity—disclosed as generating commission compensation and consuming part of the principal’s monthly time—which creates potential conflicts the firm discloses and addresses in its policies. The combination of public educational programming, ERISA‑focused pension consulting, selection and referral to other advisers, and the availability of hourly and fixed planning fees distinguishes the firm from many peers, and the brochure also notes the firm does not act as a private fund adviser.
Client services
Expertise
Fee options
Annual fixed fees ranging from $500 to $20,000, negotiated.
$0 - $499,999: 1.50% $500,000 - $999,999: 1.35% $1,000,000+: Negotiable
Commissions earned from sale of fixed insurance products by principal insurance broker Vincent G. D’Agnese.
$150 to $300 per hour
Main office
South Salem NY
Advisors at this office
1
Most active in
New York
Also doing business as
Dag Capital · Dagnese Insurance Agency · Westchester Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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