About Arista Wealth Advisors

Arista Wealth Advisors, located in Albany NY, provides comprehensive financial planning and investment management, including education, estate, insurance and tax planning. We have been serving our clients for more than twenty years.

Our philosophy is to provide our clients with both personal and professional service. Whether you are concerned about achieving your retirement goals, evaluating how to best utilize an inheritance or planning for the security of someone you love, our team of CERTIFIED FINANCIAL PLANNERTM practitioners and attorneys have the training, experience and expertise to help.

The mission of Arista is to create and maintain wealth for our clients through long-term effective asset management. Our client relationships are built on trust, superior professional advice, continual communication and prompt personal service. We assist our clients in setting financial goals, monitoring and revising their goals and keeping them informed of the progress and achievement of these goals.

We are committed to providing the highest standards of service to our clients, while maintaining a dynamic and satisfying work environment and encouraging the professional and personal growth of individuals in the firm.

Arista Wealth Advisors believes in giving back to the communities in which we live and to the professions in which we work.  Our team regularly volunteers in the community, makes personal and corporate charitable contributions, serves in leadership roles on various community-based organizations and advises nonprofit organizations.  The members of our firm are active on local, state and national levels with the Financial Planning Association, Women’s Business Council of the Albany County Chamber of Commerce, New York State Bar Association, American Bar Association.

Arista Wealth Advisors has a working relationship with Burke & Casserly, PC, a law firm based in Albany NY, with areas of practice in the highly specialized area of Elder Law, Business Planning and Corporate Law. Centrally located within the Capital District, our office is located in Albany NY with easy access to major roads and highways and convenient free parking and handicap accessibility.

To learn more about how we may help you with your investment and financial planning needs, please call us at 518-452-3805 or e-mail us at eupdyke@burkecasserly.com.

FIRM BROCHURE/POLICIES AND PROCEDURES: 

Arista Investment Advisors Firm Brochure

Privacy Policy

Proxy Voting Policy and Procedures

All legal services provided by Tim Casserly are solely his responsibility. The financial services provided to Tim Casserly’s legal clients through the professional relationship with Arista Wealth Advisors are separate and distinct from the Tim Casserly attorney-client relationship.