652 Albany Shaker Road,
Albany,
NY
12211
(518) 730-3140
info@pioneerwealthmgt.com
Account View
Menu
Home
Home
Who We Are
About Pioneer
Meet Our Team
Community Involvement
About LPL
What We Do
Our Process
Financial Planning
Investment Management
Retirement Planning
Legacy Planning
Insurance Planning
Guided Wealth Portfolios
Resources
Weekly Market Commentary
LPL Research
Resource Library
Find Your Risk Number
Blog
News
Contact
Account View
Global Portfolio Strategy | October 2025
</div> </div> </div> </div> </section> </section> </div> <div class="footer-container"> <footer> <section class="o-container c-footer__container"> <div class="o-grid__collapse"> <div class="c-footer__contact"> <div class="contact"> <h4>Contact</h4> <div class="moonlight-contact-information"> <p class="moonlight-phone">Office: <a href='tel:5187303140'>(518) 730-3140</a></p> <div class="moonlight-address_block"> <p class="moonlight-address1">652 Albany Shaker Road</p> <p> <span class="moonlight-city">Albany,</span> <span class="moonlight-region">NY</span> <span class="moonlight-postalcode">12211</span> </p> <p class="moonlight-licenses">Series 7, 9, 10, 26, 63, 66 securities registrations through LPL Financial, NY Life and Health</p> </div> <a href="mailto:info@pioneerwealthmgt.com" itemprop="email"> info@pioneerwealthmgt.com </a> </div> <div class="c-socialMedia"> <a href="https://www.facebook.com/pioneerwealthmgt" target="_blank" rel="noopener noreferrer" class="facebook" aria-label="Facebook"> <i class="fa fa-facebook" aria-hidden="true"></i> </a> <a href="https://www.linkedin.com/showcase/pioneerwealthmgt/about/?viewAsMember=true" target="_blank" rel="noopener noreferrer" class="linkedin" aria-label="LinkedIn"> <i class="fa fa-linkedin" aria-hidden="true"></i> </a> </div> </div> </div> <div class="c-footer__quick-links"> <section class="quickLinks"> <h4>Quick Links</h4> <ul><li><a href="https://www.pioneerwealthmgt.com/resource-center/retirement" >Retirement</a></li><li><a href="https://www.pioneerwealthmgt.com/resource-center/investment" >Investment</a></li><li><a href="https://www.pioneerwealthmgt.com/resource-center/estate" >Estate</a></li><li><a href="https://www.pioneerwealthmgt.com/resource-center/insurance" >Insurance</a></li><li><a href="https://www.pioneerwealthmgt.com/resource-center/tax" >Tax</a></li><li><a href="https://www.pioneerwealthmgt.com/resource-center/money" >Money</a></li><li><a href="https://www.pioneerwealthmgt.com/resource-center/lifestyle" >Lifestyle</a></li><li><a href="https://www.pioneerwealthmgt.com/resource-center/articles" >Latest Articles</a></li><li><a href="https://www.pioneerwealthmgt.com/resource-center/videos" >All Videos</a></li><li><a href="https://www.pioneerwealthmgt.com/resource-center/calculators" >All Calculators</a></li></ul> </section> </div> <div class="c-footer__disclosure"> <section class="note"> <div class="shared__BrokerDealerDisclosure"> <p class="FormCRS"> LPL <a target="_blank" href="https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf">Financial Form CRS</a></p> </div> <p class="boker-check-disclaimer">Check the background of your financial professional on FINRA's <a href="//brokercheck.finra.org/" target="_blank" rel="noopener noreferrer">BrokerCheck</a>.</p> <p class="globalDisclosure">The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.</p> <p class="globalPersonalInformationLink"> We take protecting your data and privacy very seriously. As of January 1, 2020 the <a href="https://oag.ca.gov/privacy/ccpa" target="_blank">California Consumer Privacy Act (CCPA)</a> suggests the following link as an extra measure to safeguard your data: <a href="https://www.pioneerwealthmgt.com/donotsellmypersonalinformation" target="_self">Do not sell my personal information</a>. </p> <p class="globalCopyright">Copyright 2026 FMG Suite.</p> <p class="globalDisclaimer"><p><span>PIONEER WEALTH MANAGEMENT</span><span /></p><p class="x_MsoNormal"><b>Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and brokerdealer (member FINRA/SIPC).</b><span> </span>Insurance products are offered through LPL or its licensed affiliates.<span> </span><span>Pioneer Bank, National Association (“Pioneer”)</span><span> </span>and Pioneer Wealth Management<span> </span><b><u>are not</u></b><span> </span>registered as a broker-dealers or investment advisor. Registered representatives of LPL offer products and services using Pioneer Wealth Management, and may also be employees of<span> </span><span>Pioneer</span>. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of,<span> </span><span>Pioneer</span><span> </span>or Pioneer Wealth Management. Securities and insurance offered through LPL or its affiliates are:</p><p class="x_MsoNormal" aria-hidden="true" /><table class="x_MsoTableGrid" border="1" cellspacing="0" cellpadding="0"><tbody><tr><td width="156"><p class="x_MsoNormal"><b>Not Insured by FDIC or Any Other</b></p><p class="x_MsoNormal"><b>Government Agency.</b></p></td><td width="156"><p class="x_MsoNormal"><b>Not Bank Guaranteed.</b></p></td><td width="156"><p class="x_MsoNormal"><b>Not Bank Deposits</b></p><p class="x_MsoNormal"><b>or Obligations.</b></p></td><td width="156"><p class="x_MsoNormal"><b>May Lose Value.</b></p></td></tr></tbody></table><p>The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.</p><p class="x_MsoNormal"><span>Pioneer Bank, National Association</span><span> </span>(“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit<span> </span><a href="https://www.lpl.com/disclosures/is-lplrelationship-disclosure.html" class="ms-outlook-linkify" target="_blank" rel="noopener">https://www.lpl.com/disclosures/is-lplrelationship-disclosure.html</a><span> </span>for more detailed information.</p><p><a href="https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf" target="_blank" rel="noopener"><span>LPL Financial Form CRS</span></a></p></p> </section> </div> </div> <div class="o-grid__collapse"> <div class="c-footer__custom"></div> </div> <div class="rule2"> </div> </section> </footer> </div> <!-- /container --> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/007/dist/scripts.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/globalassets/template7/js/global-asset-scripts.js"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/vcard.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="https://fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/sections.js"></script><script type="text/javascript" src="https://fmg-websites-custom.s3.amazonaws.com/building-blocks/Headers/sticky/js/sticky.js"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/commonRequests.js"></script><!-- Start of HubSpot Embed Code --><script type="text/javascript" id="hs-script-loader" async="true" defer="true" src="//js.hs-scripts.com/6519916.js"></script><!-- End of HubSpot Embed Code --><script> const secondHeaderBtn = [ { text: 'Pioneer', url: 'https://www.pioneerny.com/', selector: 'ghost-btn', target: '_self' } ]; addHeaderBtn(secondHeaderBtn); // Update Contact Page Form Headline (function() { const contactPageFormHeadline = document.querySelector('.page-contact .c-contact__form > h2'); if( contactPageFormHeadline ) { contactPageFormHeadline.textContent = 'Get in Touch with Our Team'; contactPageFormHeadline.insertAdjacentHTML('afterend', ` <p style="font-size: 24px; margin-bottom: 50px;">Contact us today to learn more about our services and how we can help you achieve financial security. We are here to help you find solutions for each stage of your life.</p> `); } })(); </script> <!--[if gt IE 8]><!--> <!--<![endif]--> <!--[if lt IE 9]> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/excanvas.min.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot-0.8.3.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot.time.min.js?v=2.86.45.35074.291"></script> <![endif]--> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/article.js?v=2.86.45.35074.291"></script> </body> </html><script>(function(){function c(){var b=a.contentDocument||a.contentWindow.document;if(b){var d=b.createElement('script');d.innerHTML="window.__CF$cv$params={r:'9f3af8a159b48020',t:'MTc3NzQzMDczMw=='};var a=document.createElement('script');a.src='/cdn-cgi/challenge-platform/scripts/jsd/main.js';document.getElementsByTagName('head')[0].appendChild(a);";b.getElementsByTagName('head')[0].appendChild(d)}}if(document.body){var a=document.createElement('iframe');a.height=1;a.width=1;a.style.position='absolute';a.style.top=0;a.style.left=0;a.style.border='none';a.style.visibility='hidden';document.body.appendChild(a);if('loading'!==document.readyState)c();else if(window.addEventListener)document.addEventListener('DOMContentLoaded',c);else{var e=document.onreadystatechange||function(){};document.onreadystatechange=function(b){e(b);'loading'!==document.readyState&&(document.onreadystatechange=e,c())}}}})();</script>
