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Reach the Milestones in Your Journey

It's not just a strategy. It's personal.

The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy. 

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Are You Financially Secure?

Various stages of life can prompt the same question: "Will I be ok financially"?

At Champlain Wealth Management, we are committed to helping you confidently answer that question through our financial planning and retirement planning processes.

We are a full-service wealth management company in Malta, serving the Capitol District, including Saratoga Springs, Ballston Spa, Niskayuna, and Clifton Park, as well as Glens Falls and Queensbury.  We are committed to helping individuals and families achieve financial success.

Watch here to learn more about our Wealth Management Approach:


Our Philosophy

We are a cohesive team of independent financial advisors that specialize in various areas of wealth management. We use our 65 years of combined experience for your benefit. We will work cohesively to help you chart your retirement course and keep you on track to your destination. Our experience combined with our firm’s independence allows us to recommend the best solutions for your financial picture, all for a very reasonable fee.

Retirement Planning

Retirement Planning

We believe that it's never too early to begin planning for the future you’ve always envisioned – especially when it comes to your financial future. Find out more about how you can plan the retirement of your dreams.

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Investment Advisory

Investment Advisory

Our team can analyze your assets, help you set goals, protect your income, and chart a financial course that will allow you to achieve the dreams you have for your future.

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Risk Management

Risk Management

We understand that while risk is inevitable, it can be handled much more smoothly if you prepare for them first. We help to prepare clients for the emotional burden of unexpected risk by providing real-life experiences as examples and reflecting those scenarios in your financial plan.

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Estate Planning

Estate Planning

We want you to feel secure that your money will go to the right people and places after you’ve passed, and we assist in connecting those dots by developing a thorough, safe estate plan tailored specifically to you.

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Serving As The CFO of Your Retirement

We believe in a focused, client-centered approach that works to uncover any unseen obstacles in your financial future and helps to prepare you to overcome them. Risk is inevitable – but financial anxiety doesn’t have to be. As a small, accountable, and experienced team of professionals, we are able to give you all the attention you deserve so that you can achieve your financial goals and needs.

What Our Team Has to Say:

Douglas Brady

Vice President

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”
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You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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Retirement Questions That Have Nothing to Do With Money

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.
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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

We're Here For You!

Over the past fourteen years, we have helped over 500 clients prepare for and maintain their financial objectives.

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