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Financial Advisors
We are independent financial advisors and portfolio managers located in upstate New York, committed to helping our clients thrive.
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Our Services
We manage assets based on the individual needs and risk profiles of our clients.
Professional asset and liability management for all types of financial institutions.
The development and maintenance of risk management policies and strategies.
CLIENT TESTIMONIALS
SEACOMM FEDERAL CREDIT UNION
“Niles Asset Management has been a strategic partner in providing SeaComm with effective asset/liability management direction.
They have been invaluable in working with us to actively manage our growing investment portfolio, while at the same time offering solid advice in the areas of policy, interest rate risk and contingency funding planning.”
Scott Wilson, President & CEO SeaComm Federal Credit Union, Massena, New York
Dedicated Financial Advisors
Niles Wealth Management, Inc. (NWM) is a private investment advisory/consulting service, located in northern New York State. The company was established in 1991. Unlike most other investment services in the area, Niles Wealth Management, Inc. is an independent portfolio manager. The company provides discretionary investment management services to individuals, pension plans, trusts, and endowments.
Since Niles Wealth Management, Inc. is an independent company, locally owned and operated, all decisions are made in the North Country. The company also provides asset liability management services to financial institutions. We have three offices and a data operations center. Offices are located in Brushton, Canton, and Plattsburgh, New York. All of the employees are North Country natives, educated in the North Country. Consequently they fully understand the importance of providing clients with local personalized service.
