Perry Goldschein

I advise individuals and businesses on financial planning and investment strategies to help them meet their goals, minimize taxes and mitigate risk. I have worked with clients to integrate sustainability, ESG, entrepreneurship and business ownership, group benefits and charitable/philanthropic considerations into their efforts, among other areas.
Earlier in my career, I worked as a lawyer, entrepreneur and management consultant, traveling the globe, including for a variety of financial services clients. During that time, my clients ranged from individual entrepreneurs and professionals to smaller, iconic brands and the Fortune 500. In the 2020s, I've worked with amazing colleagues and clients mostly closer to home as a financial advisor.
I enjoy helping clients reach their wealth management, retirement, business exit, education and employee benefits goals, while seeking to create positive impacts for their investments and charitable giving. I am gratified to have served on two environmental nonprofit boards in recent years, and continue to actively support them.
I live in the beautiful Hudson Valley with my wife and daughter, and am often seen hiking, running, and biking around the region.

*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.