Hudson Wealth Partners, LLC

?? Exciting Partnership Announcement! ?? As digital and cryptocurrencies become more mainstream and increasingly in demand, they are finding a necessary place in well-balanced investment portfolios. In response to the evolving landscape, Hudson Wealth Partners is excited to announce a new partnership with Boomer Saraga and Khelp Financial! Khelp Financial is a Registered Investment Advisor and asset manager dedicated solely to digital assets and cryptocurrencies. Khelp is unique in providing not only portfolio management solutions but also a library of educational resources, which will now be available to HWP clients. Unlike pooled investment vehicles or funds, Khelp's model portfolios and bespoke investment strategies are liquid, diversified, and aim to capture high-quality digital assets across various crypto classifications and sub-sectors, such as Smart Contracts, Payments, Decentralized Finance, Infrastructure, and Culture. Portfolios are structured as separately managed accounts, featuring institutional custody and dynamic reporting, all within an easy-to-use, integrated interface. Boomer Saraga’s extensive experience and track record in this space is a resource that clients will immediately benefit from. Together, Khelp Financial and Hudson Wealth Partners, LLC look forward to further empowering clients with the tools and insights needed to navigate this rapidly evolving corner of the market. Stay tuned for more updates and educational opportunities!

I am thrilled to announce that I have started my Wealth Management internship at Hudson Wealth Partners, LLC I am excited to join such a dynamic, growth-oriented team and to gain hands-on experience in the industry under the leadership of Jesse Christensen.

Sirion Skulpone, CFA recently sat down with FundFire to discuss our direct indexing separately managed account (SMA) geared towards clients who are overexposed to a single stock or sector. Read more to learn about how it works and how the SMA’s tax-loss harvesting capabilities aim to help clients with concentrated positions diversify over time, in a tax-efficient manner: https://ms.spr.ly/6048cEWmw #DirectIndexing

Why have flows into municipal bond separately managed accounts (SMAs) increased roughly tenfold in the last 15 years? Ed Paulinski explains the rise of SMAs in recent years, the customization and transparency they offer, and what makes #munis attractive in the current environment. Read his op-ed in Financial Advisor Magazine: https://ms.spr.ly/6047cVUVt #FixedIncome

Welcome to the NewEdge Advisors team, Hudson Wealth Partners, LLC ! Located in New York City, Hudson Wealth Partners was founded by Jesse Christensen, a Private Wealth Advisor, with the support of Ella Buckley, Manager of Client Operations. They are a boutique wealth management firm working closely with corporate executives and key employees of publicly traded companies by combining the expertise of financial advisors, tax experts, insurance specialists, estate planners, and asset managers. Their mission is to serve the best interests of their clients, fostering a client-centric experience that prioritizes choice and provides clients with the insights and guidance necessary to make informed financial decisions. #NewEdgeAdvisors