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Who We Are

Who We Are

WE BELIEVE IN DOING WHAT IS BEST AND WHAT IS RIGHT FOR OUR CLIENTS


BST Wealth Advisors is an independent wealth management firm serving clients throughout the United States. We are fiduciaries, which means that we adhere to the highest legal standard to act in your best interests and do everything we can to help you reach your most important goals. We’ll take the time to get to know you and your most important relationships. We have experience to help you make the decisions that could make a difference in your life. We can help you achieve your financial goals.

518.459.6700

Our History

Our History

WE ARE COMMITTED TO CLIENT-FOCUSED CARE


Our affiliated accounting firm, BST & Co, CPAs LLP, was founded in 1976 based on similar principles. Over time, the firm’s partners determined the best way to address clients’ total wealth questions and concerns was to integrate BST Wealth Management, a Registered Investment Advisor, to incorporate financial planning, investment management, advanced planning and related wealth care needs for individuals, families and 401(k) retirement plans.  

518.459.6700

Our Team

Our Team

WE ARE DEDICATED TO ASSISTING YOUR NEEDS


Robert Canterbury
Senior Wealth Advisor


Olivia Hopeck
Client Management Specialist

518.459.6700

Our Philosophy

Our Philosophy

IT ALL STARTS WITH A PROMISE TO DO WHAT’S RIGHT FOR YOU


At BST Wealth Management, we are fiduciaries which means we adhere to the highest legal standard to act in your best interests and do everything we can to help you reach your most important goals. This means making recommendations based on what decades of peer-reviewed financial research has shown to be the right way to invest.


It means getting to know you, your family, your goals and your most important dreams. It means crafting a plan that touches on – and improves – the most important aspects of your life.

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518.459.6700

Our Affiliations

Our Affiliations

WE PARTNER WITH ONLY THE BEST

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What We Do

What We Do

WE DETERMINE, BUILD, AND OVERSEE YOUR PLAN


Our unique approach to investing incorporates findings from academic and Nobel-prize winning research. It is sophisticated, yet straightforward. The basis for the principles in your investment plan is a collection of the best evidence from the academic disciplines of economics and finance. Our investment philosophy is based on Nobel-prize winning Modern Portfolio Theory. 

518.459.6700

Who We Serve

Who We Serve

INDIVIDUALS, FAMILIES AND BUSINESS OWNERS


Your financial well-being is about more than investments – so we’ll take a look at your total financial picture to help you find peace of mind.

INSTITUTIONS


We’re proud to provide financial guidance to a wide range of nonprofit organizations, helping them support and expand their important missions.

518.459.6700

Why We're Different

Why We're Different

INTENTIONALLY INDEPENDENT TO BETTER SERVE YOU


There are many types of financial intermediaries ready to offer you their services: stockbrokers, bankers, insurance salespeople and others. Each is paid differently and operates under varying regulations. Conflicting incentives and restrictions are often frustratingly opaque to the end investor. How do you know if the “advice” you’re receiving is in your best interests? 

518.459.6700

Newsfeed

Newsfeed

News and Events

Mitigate Risk with 3(38) Fiduciary Investment Management

July 14, 2020

When an employer decides to sponsor a qualified retirement plan, they accept certain fiduciary responsibilities. One critical responsibility is the management and control of the plan assets. Discretionary authority over qualified plan investments is a heavily regulated function. Adherence to the Prudent Expert standard carries additional liability. Sponsors who properly use a 3(38) Fiduciary Investment Manager may delegate the fiduciary responsibility for investment-related decisions and shield themselves from the associated liability Read More...

Cultivating an Abundance Mindset, Even in Difficult Times

June 29, 2020

Cultivating an “abundance mindset” might be far down your list of what needs attention today. In times such as these, you might even believe that the thing most in abundance right now is a mounting variety of very real financial stressors. That’s a fair point to make, and you most certainly would not be alone. In fact, events over the past few months likely have only served to highlight the relationship between money and stress, between financial wellbeing and emotional wellbeing. Read More...