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.
OUR PEOPLE
Terry L. Niles, CFP
Terry L. Niles established Niles Asset Management, Inc. in 1991. He has been a lifelong resident of Northern New York, and currently lives in Brushton, New York. Terry graduated from St. Lawrence University in Canton, New York in 1976. For the next 15 years, Terry worked for a commercial bank, during which time he was responsible for managing the institution’s investment portfolio. Terry is a Certified Financial Planner (CFP), with a broad background in fixed income and equity investments, income tax, estate planning, and asset/liability management. This equips him with the necessary expertise to offer qualified financial advice to both individuals and financial institutions.
Ryan T. Niles, MBA
Ryan T. Niles is a 2006 and 2016 graduate of Clarkson University, with a degree in Financial Information Analysis, and a Masters of Business Administration. Ryan joined Niles Asset Management in June 2006. He is a Senior Executive Vice President and manages the Canton office, which is located at 2 East Main Street. His duties include business development, regulatory compliance, portfolio management, financial modeling, risk analysis, retirement planning, and tax preparation. Ryan is a native of the North Country and currently lives in Potsdam, New York.
Graham Niles
Graham T. Niles is a 2015 graduate of St. Lawrence University with a degree in economics. Graham joined Niles Asset Management in January of 2015. He is a Junior Executive Vice President and manages the Plattsburgh office, which is located at 65 Court Street. He has an extensive background in finance and asset liability management for financial institutions. His duties include daily oversight of investment and risk analysis for bank and credit union clients, as well as conducting research for the wealth management division. Graham is a native of the North Country and currently lives in Peru, New York.
Amy L. McCabe
Amy L. McCabe is a 1997 graduate of Potsdam State University, with a B.A. in Economics. Amy joined Niles Asset Management in 1999. Currently, Amy serves as the company’s Chief Operating Officer. She is responsible for managing the data processing operations, as well as managing all of the company’s documentation files. Amy also works with clients on day-to-day operational issues. She is a native of the North Country and lives in Potsdam, New York.