Broker Check

Barbara J. Bouchey, CFP®

Chief Executive Officer

(518) 583-0090

(518) 935-9400

[email protected]

As a Certified Financial Planner™ practitioner who has been in the industry since 1985, Barbara is CEO of a wealth management firm based in the Albany-Saratoga Springs, NY area. She assists many affluent individuals, families, and businesses with portfolios that begin at $250,000 in the areas of financial planning, estate conservation, retirement planning and tax reduction, as well as, determining asset allocation models and investment portfolios. Our company's goal is to provide very personalized services to a smaller, select group of individuals helping them to secure their family's financial future.

For many years Barbara has been dedicated to the pursuit of raising ethics and furthering humanitarian endeavors that can help move us towards a more sustainable society where we care for others and our environment. She has served on the boards of March of Dimes, Saratoga Care Foundation, Family Tree Adoption Agency, Saratoga Legacy Foundation and the Estate Planning Council of Eastern New York.

Additionally, she is a member of the Financial Planning Association and licenses held include FINRA Series 6, 7, 63, 22, 24 and New York State Life, Accident & Health Insurance. BARBARA J. BOUCHEY ASSET MANAGEMENT, INC. is a Registered Investment Adviser supervised under the New York State Attorney General's Office. Barbara is also a registered representative holding her securities and supervisory licenses at Castle Hill Partners, LLC, which is a FINRA Broker/Dealer firm.

Gretchen DiMaggio

Financial Planning Assistant

(518) 583-0090

(518) 935-9400

Gretchen joined our team overseeing Customer Service and Operations. She is an incredibly positive, warm and engaging individual. Gretchen is a highly organized and reliable executive who will assist in handling the day-to-day operations, servicing client needs, communications, and reports. She will act as the liaison with our Trust Company Bank while maintaining confidentiality of our firm's database and historical documents preserved within our systems since 1985.

Gretchen comes with outstanding standards in customer service while possessing a broad knowledge base in management roles such as: Executive Assistant for financial advisory firm Simon & Company; V.P. of Administration for Fact Based Management; Executive Assistant for People Magazine's Bureau Chief; and Legal Assistant for The Jones Law Firm in Saratoga.

Having grown up in Santa Fe, Gretchen attended the University of Arizona graduating with a B.S. in Exercise Physiology. Her passion for the health and wellness industry inspired her to become a fitness trainer. Gretchen's flair for interior design and home remodeling fueled a desire to become a Licensed Real Estate Broker specializing in residential sales. Working with and meeting new people is a real love!

Saratoga Springs, NY became her home in 2009 when she moved from Chicago with her four children. Her interests are spending time with her children, cycling, hiking, skiing, reading, interior painting, arts, crafts and international travel.