Birch Hill Wealth Advisors

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Birch Hill Wealth Advisors
A private wealth advisory practice of Ameriprise Financial Services, LLC
Kerry Phelan, Private Wealth Advisor
Tyler Bates, Client Concierge

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphas...
06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

Tyler and Katherine had a wonderful evening supporting the CPCA at their Champions Against Child Abuse event. This organ...
05/29/2026

Tyler and Katherine had a wonderful evening supporting the CPCA at their Champions Against Child Abuse event. This organization holds a special place in both of their hearts, and it’s truly inspiring to witness the meaningful impact it has on children, families, and the entire community.

Hearing the powerful stories about the care, protection, and support provided to children and their families is nothing short of incredible. It’s a reminder that no one stands alone when we come together to stand against child abuse.

Each of us has the ability to be a hero in a child’s life by advocating, protecting, and supporting every single child. 💙

https://bit.ly/4x4Vjc7

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term grow...
05/26/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

This Memorial Day, we’re remembering, honoring, and spending time with the people and causes that matter most to us.From...
05/25/2026

This Memorial Day, we’re remembering, honoring, and spending time with the people and causes that matter most to us.

From Kerry firing up the grill and catching up with college friends, to Tyler settling into a new chapter in his new home, to Celeste giving back at an animal shelter fundraiser
—our team is celebrating the long weekend in meaningful ways.

We hope you’re enjoying time with loved ones, creating new memories, and taking a moment to reflect on those who made it all possible.
Wishing you a safe and meaningful Memorial Day. ❤️🤍💙

🎉 Happy Birthday, Kerry & Matt! 🎉May is a special month around here, and we’re excited to celebrate two incredible membe...
05/20/2026

🎉 Happy Birthday, Kerry & Matt! 🎉
May is a special month around here, and we’re excited to celebrate two incredible members of our team!

Kerry, thank you for being such an important piece of the team. Your leadership, dedication, and positive example make a lasting impact every day. You’re truly a role model for all of us, and we’re lucky to have you guiding and inspiring the team. Hope your birthday is as amazing as you are!

And Matt… happy birthday! We won’t say how many candles are on your cake this year... but we did check with the fire department just to be safe 😄. In all seriousness, we appreciate everything you bring to the team and hope you have a fantastic day (and maybe take it easy chasing after all those years 😉).

Wishing you both a wonderful birthday and a great year ahead!

We would like to congratulate Kaelan on graduating from Dutchess Community College this past weekend—what an incredible ...
05/19/2026

We would like to congratulate Kaelan on graduating from Dutchess Community College this past weekend—what an incredible achievement! 👏
Your hard work and dedication have truly paid off, and we are so proud of you. We can’t wait to see all that you accomplish in the future. 🌟
Congratulations again, Kaelan! The best is yet to come. 💙🎉

05/13/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

Market ups and downs are part of investing, but they don’t have to derail long-term plans. Having a strategy that balanc...
05/12/2026

Market ups and downs are part of investing, but they don’t have to derail long-term plans. Having a strategy that balances growth potential with risk awareness can help bring more confidence to retirement planning. A thoughtful approach can make it easier to stay on track through changing market conditions. Message me if you’d like to start the conversation.

This weekend, we celebrated Mother’s Day by recognizing the incredible women in our office who make our team so special....
05/11/2026

This weekend, we celebrated Mother’s Day by recognizing the incredible women in our office who make our team so special. We’re so grateful for their hard work, dedication, and all that they do both at work and at home. We hope everyone enjoyed a relaxing and meaningful Mother’s Day weekend with their loved ones. 💐

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27 Collegeview Avenue
Poughkeepsie, NY
12603

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