It’s time to reinvent your relationship with your wealth.
Orange County Bancorp, Inc. (“OCBI”), is proud to announce the establishment of Orange Wealth Management, a platform that provides a comprehensive suite of wealth management services which are delivered through OCBI’s fully owned subsidiaries – Hudson Valley Investment Advisors, Inc. (“HVIA”) and Orange Bank and Trust Company (“Bank”).
Orange Wealth Management provides a holistic approach to helping clients with their wealth and financial needs. Through the Bank and HVIA there are professionals that will advise and help you plan for the future, build wealth for an enjoyable retirement, protect your assets and your family, and leave a legacy, all while you continue to enjoy the exclusive banking services you have received from our Private Banking team.
We welcome you to reinvent your relationship with your wealth today through the comprehensive services offered by Orange Wealth Management through HVIA and the Bank!
For more information or to visit or speak with an Orange Wealth Management representative please call: 845-341-5034
1. Advisory services are offered through HVIA, which is a wholly owned subsidiary of OCBI and an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed as an endorsement of the adviser by the SEC nor does it indicate that the adviser has attained a particular level of skill or acumen. You should carefully read and review all information provided by HVIA, including HVIA’s Form ADV Part 2A brochure and all supplements thereto, before making an investment.
2. No representations or warranties whatsoever are made by Orange Wealth Management, OCBI, HVIA, or the Bank, or any other person or entity, as to the future profitability of an account or the results of making an investment. Past performance is not indicative of any specific investment or future results. Views regarding the economy, securities markets, or other specialized areas, like all predictors of future events, cannot be guaranteed to be accurate and may result in economic loss to the investor.
3. Trusts, securities, and insurance products are not FDIC insured or insured by bank insurance or any other government entity; are not bank guaranteed; are not a deposit or obligation of the bank; and are subject to risks, including the possible loss of principal.
Before investing, consider your investment objectives, risks, charges, and expenses. Contact a Professional in the Trust and Investment Division or HVIA for the appropriate prospectus or relevant information. Read it carefully.
