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12 Evergreen Drive, Middletown, NY 10940

(845) 343-2244
info@selectwp.net
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 Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Are You Heading in the Right Direction?

Let our Wealth Advisory Team guide you down the path to achieve the goals that mean the most to you, with strategic, individual financial plans catered to your needs.

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Are You Heading in the Right Direction?

Let our Wealth Advisory Team guide you down the path to achieve the goals that mean the most to you, with strategic, individual financial plans catered to your needs.

Learn More

Are You Heading in the Right Direction?

Let our Wealth Advisory Team guide you down the path to achieve the goals that mean the most to you, with strategic, individual financial plans catered to your needs.

Learn More

Are You Heading in the Right Direction?

Let our Wealth Advisory Team guide you down the path to achieve the goals that mean the most to you, with strategic, individual financial plans catered to your needs.

Learn More

Are You Heading in the Right Direction?

Let our Wealth Advisory Team guide you down the path to achieve the goals that mean the most to you, with strategic, individual financial plans catered to your needs.

Learn More

Are You Heading in the Right Direction?

Let our Wealth Advisory Team guide you down the path to achieve the goals that mean the most to you, with strategic, individual financial plans catered to your needs.

Learn More

Our Mission

At Select Wealth Partners, we believe financial planning is more than just numbers—it’s about helping you build the life you envision.

As independent wealth advisors, we take the time to understand your unique goals, values, and concerns, crafting a personalized strategy that aligns with your future. With diverse expertise and a commitment to guiding you through every stage of your financial journey, we provide the insights and tools needed to turn your aspirations into reality. Whether you’re planning for retirement, growing your wealth, or securing your family’s future, we’re here to navigate the path with you—every step of the way.

Retirement

Retirement

Have you started saving for retirement? How do you make it last as an income? Our team is dedicated to helping you plan + secure your financial future.

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Life-Changing Events

Life-Changing Events

We know life doesn't stop changing. Let our advisors help you prepare for everything life throws at you. 

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College Savings

College Savings

Savings lead to opportunity. Work with our Certified Student Loan Professional, to develop the most efficient saving strategy for you and your future student.

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Select Tax & Accounting Team

Select Tax & Accounting Team

Specializing in tax planning, bookkeeping, and payroll, STAT provides tailored solutions to maximize tax efficiency with personalized care. 

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Your trust. Our expertise.

Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and financial strategies can help make your investment goals a reality.

Schedule a complimentary 15 minute consultation to see if our services meet your needs! 

SCHEDULE TODAY

RESOURCES

At SWP, our goal is your success. Below are some resources to help you get started on the path for a successful financial future.

Find My Accounts


Want to see how your accounts are doing? Our Client Resources Page has all the information to access your accounts online.

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Financial Calculators

Take the first step towards financial peace of mind. Explore our range of financial calculators to ease your worries about the future.

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Stay Connected


Stay Connected with us! Follow our social media accounts for relevant Market Information, useful links and articles, upcoming events and more!

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Go Paperless


Tired of receiving papers in the mail? Save some trees and Go Paperless! You can chose to receive documents via email instead of waiting on the mail.

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Articles

Discover a collection of handpicked articles about timely financial topics, helpful tips for saving, and other resources for financial education.

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Market Volatility Survival Kit

Markets go up and down—your plan shouldn’t. Check out our FREE Market Volatility Survival Kit below.

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Videos

Check out some videos that might help enhance your kowledge of finance.

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"It's not how much money you make, but how much you keep, how hard it works for you and how many generations you keep it for." 

- Robert Kiyosaki

"Someone's sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

"Look before, or you’ll find yourself behind."

-Benjamin Franklin

"A goal without a plan is just a wish."

- Antoine de Saint-Exupéry

"Wealth is the ability to fully experience life."

- Henry David Thoreau

"A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life."

- Suze Orman