Maidstone Wealth Management is a New York State Registered, fee-only financial advisor dedicated to helping individuals, families, small businesses and non-profit organizations achieve their financial goals.  We act as your personal Chief Financial Officer to help you frame and analyze financial issues so you can remove uncertainty and make decisions with confidence.

We provide investment management, financial planning, retirement planning, tax planning and advice on risk management.  Please follow the above tabs to learn more about Maidstone and how we work with clients or contact us to set up a meeting to discuss your situation.  There is no cost or obligation and all information will be kept in strict confidence.

*Maidstone’s web site provides general information regarding our business along with access to additional investment related information and links. Material presented on this website is believed to be from reliable sources and is meant for informational purposes only.

To the extent that you utilize any tools or links in our website, you acknowledge and understand that the information provided to you should not be construed as personal investment advice from Maidstone or any of its investment professionals or entering into a contractual relationship. Maidstone is not authorized or qualified to; give you legal advice or prepare legal documents; prepare or amend the filing of personal income, gift, or estate tax returns; or to act as a trustee. Consult your own attorney, accountant and other personal advisers for these services.