Financial Services | Middletown NY | Select Wealth Partners

What We Do

Your Future, Our Focus

At Select Wealth Partners, we provide clients with a lifelong plan for financial success. While we guide them through every stage of life, we specialize in helping navigate major transitions, such as job changes, unexpected loss, saving for the future, and planning for retirement.

We understand that financial planning isn’t just about numbers—it’s about understanding your goals, values, and the “why” behind your decisions. That’s why our process begins with getting to know you, ensuring we’re aligned in expectations from the start. A strong client-advisor relationship is built on trust, clarity, and education.

Explore the services we offer below. If you’d like to learn more, visit our Contact page to get in touch.

Investments

Brokerage Accounts

Managed Accounts

Common Stock + Bonds

Mutual Funds

Exchange Traded Funds

Government Securities

Variable Annuities

Fixed Annuities

Retirement

Educational IRA

Roth IRA

SEP IRA

Simple IRA

401 (k) Plans

403(b) Planning

Traditional IRA

Profit-Sharing Plans

Financial Planning

Tax Strategies

College Plans

Estate Plans

Pension Maximization

Social Security Strategies

Charitable Giving

Cash Flow Analysis

Insurance

Health Insurance (Business/Individual)

Medicare Planning

Disability Income

Life Insurance

Long-Term-Care Insurance

Business Key Person Insurance

Group Life Insurance

& Other Life-Changing Events

Job Change
Inheritance
Birth of a Child
Disability
Wedding
Death in the Family
Divorce
Retirement
Selling a Business
Receiving a Financial Windfall
Relocation
Caring for an Aging Parent
Sudden Illness or Medical Diagnosis

Select Tax & Accounting Team (STAT)

Reliable Tax & Accounting Solutions – Let STAT handle the details so you can focus on what matters most!

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Certified Student Loan Professional (CSLP®)

Navigate your student loan options with confidence—see how Dan Vobroucek, CSLP®, BFA™, can help.

Learn more

For more information about our firm and the services we offer, feel free to send us a quick email or give our office a call. We’d love the opportunity to connect and see how we can assist you.

info@selectwp.net | (845) 343-2244

CONTACT