The HWA Team is a powerful resource. Our approach is based on honesty, integrity and a highly personalized level of client service. Our combined experience brings a unique perspective to all we do and provides added value to our clients.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
President and Founder - Clifton Park, NY
Stacy A. Clifford is President and Founder of Holistic Wealth Advisors and has been providing wealth management services to families and business owners in Upstate New York and Western Massachusetts since 2002.