About Us

Norwich Wealth Management is an investment planning and private wealth management practice located in the picturesque upstate town of Norwich, New York. The practice has had its roots established in this community for over 85 years while we continue to expand our services across the country with clients in almost every state. We provide financial advisory, investment and fiduciary management services. We build customized investment portfolios that are aligned to each client’s financial objectives as part of a comprehensive wealth management plan. Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. We have a passion for what we do and who we work for. Clients place their trust in our expertise, integrity, and diligence. We hold ourselves personally accountable to The Golden Rule: treat our clients as we want our families and loved ones to be treated.