Broker Check

About us

about usYour trusted financial partners

We work with business owners, individuals, and families throughout the Greater Albany and Upstate New York area who want clarity about their financial future. Our roots run deep in this region, and we understand the specific financial landscape facing families and businesses here. Our practice centers on understanding what you're working toward before recommending any specific strategy or product.

a generational approachHow we work

Financial planning works best when all the pieces connect. Your retirement timeline affects your investment approach. Your business structure influences your tax strategy. Your insurance coverage impacts your family's security. We look at your complete picture rather than treating each decision as isolated from the others.

Most of our clients are business owners managing the unique challenge of coordinating company and personal finances, individuals approaching retirement who need a clear transition plan, or families balancing multiple competing priorities like college funding and retirement savings.

Meet the teamYour trusted financial partners

Don Reutemann

Don Reutemann

Financial Planner, Owner

(518) 612-1054

(518) 688-2698

reutemann_donald@nlgroupmail.com

Troy shaped me during years when the city was finding its footing after manufacturing left. The neighborhoods where you grew up determined your worldview, and mine taught me that loyalty matters above almost everything else.I ran a...
Read more
Charles Reutemann

Charles Reutemann

Financial Planner, Owner

(518) 612-1065

(518) 688-2698

reutemann_charles@nlgroupmail.com

I grew up in Latham, NY and watched my father run a clothing store before he transitioned into financial planning. Weekends meant running around that store while the salespeople pulled pranks and brought me into their close-knit world....
Read more
Trevor Connors

Trevor Connors

Licensed Paraplanner

(518) 612-1060

Connors_Trevor@nlgroupmail.com

My high school Economics teacher assigned us a stock market simulation during senior year. Something clicked while tracking those fictional portfolios that I hadn't expected. The mechanics of how markets moved and why investment...
Read more
Rebecca Elson

Rebecca Elson

Administrative Assistant

(518) 612-1061

(518) 688-2698

elson_rebecca@nlgroupmail.com

I handle the operational work that keeps this practice running. Compiling reports, processing paperwork, and maintaining databases might not sound exciting, but I've spent over fourteen years in this industry learning how essential...
Read more

Ready to get started?

Financial clarity begins with a conversation about where you are and where you want to go. Schedule a meeting with us to discuss your situation and explore how we can help you move forward with confidence.

Book a consultation