The Portfolio Strategy Group Website, Blog & Press Pages

The Portfolio Strategy Group Website, Blog & Press Pages - aVenture Research

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psgwealth.comCrawled Oct 30, 2026

2 pages

Investment management White Plains NY/investment-management
PSG, based in White Plains, NY, provides customized investment management, tax-aware investing, and transparent portfolio construction tailored to each client's goals.
Wealth management and financial planning White Plains NY/wealth-planning
Comprehensive wealth management in White Plains, NY. PSG provides a customized, collaborative approach to investment management, financial planning, tax-aware planning, and legacy planning.

6 pages

Before Passing Along Valuables, Passing Along Values/before-passing-along-valuables-passing-along-values
Why legacies and life lessons are an increasingly important part of estate planning
Blog/blog
Equifax: The Six Things You Need to Do Today/equifax-the-six-things-you-need-to-do-today
Even Math Teachers Are at a Loss to Understand Annuities/even-math-teachers-are-at-a-loss-to-understand-annuities
The description highlights the complexity of a 53-page contract titled *Your Flexible Premium Indexed and Declared Interest Deferred Annuity Policy*.

6 pages

Planting trees in recognition of Earth Day/planting-trees-in-recognition-of-earth-day
PSG Adopts Salentica Client Relationship Management system/psg-adopts-salentica-client-relationship-management-system
The Portfolio Strategy Group adopts a new CRM system by SS&C Salentica to streamline client contact and portfolio management.
PSG Listed Among Forbes Top RIA Firms/psg-listed-among-forbes-top-ria-firms
The Portfolio Strategy Group is recognized as one of America’s top Registered Investment Advisor firms by Forbes in 2023.
PSG Relocated to City Square in Westchester County, NY/psg-relocated-to-city-square-in-westchester-county-ny
The Portfolio Strategy Group relocates to City Square, White Plains, NY, in June 2022.

6 pages

Jay Koehler Joins PSG as Senior Vice President/jay-koehler-joins-psg-as-senior-vice-president
The Portfolio Strategy Group announces Jay Koehler’s addition as Senior Vice President, bringing over 20 years of equity sales experience to new business development.
Meet our newest team member - Jayndee Castro/meet-our-newest-team-member-jayndee-castro
The company welcomes Jayndee Castro, who joined in June 2024 after graduating from Iona University with degrees in business and marketing.
Meet our newest team member - Natasha Hanan, CFA/meet-our-newest-team-member-natasha-hanan-cfa
The company welcomes Natasha Hanan, a Chartered Financial Analyst with prior roles at American Express and Blackstone, who joined to support client administration.
Meet our newest team member Stefanie DiMartino/meet-our-newest-team-member-stefanie-dimartino
The company welcomes Stefanie DiMartino, who joined in 2023 with over 10 years of administrative and customer service experience across industries.

1 page

Fiduciary wealth management firm/about-us
Founded in 1990, and part of Focus Financial Partners since 2012, The Portfolio Strategy Group is a fiduciary wealth management firm in White Plains, NY offering customized investment management and financial planning.

3 pages

Ask a question/questions
Contact a fiduciary wealth advisor/contact
The page invites contact with a fiduciary wealth advisor in White Plains, NY, for investment management and long-term wealth planning.
Fiduciary financial advisor FAQ/faq
The page addresses common questions about fiduciary wealth management, separately managed accounts, and PSG’s services for high-net-worth families.

1 page

Homepage/
The Portfolio Strategy Group, a fiduciary financial advisor, assists families in making multigenerational financial decisions.

1 page