Welcome to our website!
Our mission is to help our clients discover, design, and live the life they desire by structuring their finances with their visions, values, and goals.
Barbara J. Bouchey Asset Management, Inc. continues a tradition since 1985 of providing exceptional financial planning and wealth management services to affluent individuals, families and businesses. With a unique philosophy that emphasizes personalized coaching, expert financial advice, and impeccable service, we strive to help our clients lead a fulfilling life.
Progressive at the outset, the firm converted to a fee-based platform in the early 1990’s, well before the industry trend occurred. Today, the firm provides coaching in all areas of a person’s life and comprehensive financial planning in the areas of investment, tax reduction, retirement, insurance and estate conservation to a select group of about 100 clients.
Saratoga Chamber of Commerce
IMPORTANT CONSUMER DISCLOSURE
BARBARA J. BOUCHEY ASSET MANAGEMENT, INC.. ("Bouchey") is a New York registered investment adviser located in Saratoga Springs, New York. Bouchey and its representatives are in compliance with the current registration filing requirements imposed upon state registered investment advisers by those states in which Bouchey maintains clients. Bouchey may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Bouchey`s web site is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of Bouchey`s web site on the Internet should not be construed by any consumer and/or prospective client as Bouchey`s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Bouchey with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Bouchey, please contact the state securities law administrators for those states in which Bouchey maintains a registration filing. A copy of Bouchey`s current written disclosure statement discussing Bouchey`s business operations, services, and fees is available from Bouchey upon written request. Bouchey does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Bouchey`s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
