Holistic Wealth Advisors

About Holistic Wealth Advisors

Holistic Wealth Advisors is a financial advisory firm based in Saratoga, Clifton Park, and Albany, NY. They focus on providing customized, ongoing, and comprehensive financial strategies tailored to individual client needs. Their holistic approach ensures that financial plans are not generic but centered around the client, helping them pursue financial life goals at any stage of life.

Products & Services

Financial Wellness Checkup:A customized assessment of a client's financial wellness to create a clear strategy for moving forward.

Wealth Management:Comprehensive wealth management services tailored to clients in Albany, NY.

Retirement Planning:Strategies to prepare clients for retirement, addressing long-term financial security.

Investment Management:Services focused on managing investments to optimize returns.

Family Wealth Planning:Planning services to manage and preserve wealth across generations.

Holistic Process:A personalized approach to financial planning with real questions and real answers.

Specialties

Holistic Financial Planning Wealth Management Retirement Planning Investment Management Family Wealth Planning

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Strategic Minority Capital Investment T: - FT: Strategic Minority Capital Investment	A: 350000000 MR: - FA: $350 Million FAN: 350000000	D: 2025-07-22 FD: 2025-07-22	-

Strategic Minority Capital Investment Latest

2025-07-22

$350.0M

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

J

Julie Catanzarita

Client Concierge

L

Lori Favreau

Client Concierge

J

John

C

Candace Gregory

Client Service Associate

T

Tyler Lesniewski

Paraplanner

C

Cynthia Anslow

Senior Client Service Associate

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