Birch Hill Wealth Advisors

Birch Hill Wealth Advisors Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Birch Hill Wealth Advisors
A private wealth advisory practice of Ameriprise Financial Services, LLC
Kerry Phelan, Private Wealth Advisor
Tyler Bates, Client Concierge

Office Poll: Should Mocha be allowed to come to the office?Pros: She is great with people (everyone gets a kiss), Will f...
07/21/2026

Office Poll: Should Mocha be allowed to come to the office?

Pros: She is great with people (everyone gets a kiss), Will follow you around the office (never be lonely), and very difficult to be sad around her

Cons: Staff work production may decrease (she is hard not to play with) and she may fall asleep on the job (prefers laps)

07/16/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to sched...
07/15/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

🧀 Happy National Mac & Cheese Day!Just like the best comfort foods, strong financial plans are built with care, patience...
07/14/2026

🧀 Happy National Mac & Cheese Day!
Just like the best comfort foods, strong financial plans are built with care, patience, and the right ingredients.

Wishing our valued clients a delicious day filled with comfort, smiles, and success. Warm greetings from all of us! 🧡✨

🍫 Happy World Chocolate Day to our Valued Clients!The sweetest relationships are built on trust, appreciation, and lasti...
07/07/2026

🍫 Happy World Chocolate Day to our Valued Clients!

The sweetest relationships are built on trust, appreciation, and lasting connections.
Warm wishes from all of us—thank you for allowing us to be part of your financial journey. 🤎✨

An unexpected illness or injury can change more than your health. Disability income insurance helps provide a monthly be...
06/30/2026

An unexpected illness or injury can change more than your health. Disability income insurance helps provide a monthly benefit if you’re unable to work, so you can focus on recovery instead of financial stress. Planning ahead gives you more certainty when life takes an unexpected turn. Reach out if you’d like to start the conversation.

Your income is one of your most valuable assets. An illness or injury can stop a paycheck long before retirement, and em...
06/23/2026

Your income is one of your most valuable assets. An illness or injury can stop a paycheck long before retirement, and employer coverage may not fully replace what you earn. Disability income insurance can help protect your lifestyle if work becomes impossible. Let’s talk about how to help protect what you work so hard for.

8th Grade Graduation ✅ Next up… High School!
06/23/2026

8th Grade Graduation ✅ Next up… High School!

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you ...
06/21/2026

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.

Wishing You a Fantastic US Open Golf Week ⛳As we get into the excitement of the US Open, it’s a great reminder of how st...
06/18/2026

Wishing You a Fantastic US Open Golf Week ⛳

As we get into the excitement of the US Open, it’s a great reminder of how strategy, patience, and precision make all the difference—both on the course and in achieving long-term financial goals.

Golf is a game where every stroke counts, much like every thoughtful decision shapes your financial journey.
Thank you for allowing me to be part of your journey. I look forward to helping you stay on course and reach every milestone ahead.

Wishing you a wonderful week—on or off the course!

Address

27 Collegeview Avenue
Poughkeepsie, NY
12603

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