Colleen Chase Email

Tax Advisor . Shade Tree Advisors

Current Roles

Employees:
52
Revenue:
$9.8M
About
Shade Tree Advisors is an independent, multi-family office for a select group of clientele. With technical expertise in tax, estate planning and wealth management, we develop comprehensive wealth strategies while devoting the administrative resources required to manage complex financial situations. We prioritize discretion and responsiveness while streamlining and safeguarding clients’ financial affairs.
Shade Tree Advisors Address
268 Broadway
Saratoga Springs, NY
Shade Tree Advisors Email

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