Diane V. Lindsay, CPA Select Wealth Partners

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Diane V. Lindsay, CPA Select Wealth Partners Let our Wealth Advisory Team guide you down the path to achieve the goals that mean the most to you, with strategic, individual financial plans catered to you.

Diane has been an Independent Wealth Manager for almost forty years. Early in her career, she saw the need most people have for financial guidance because financial decisions can be very stressful. She saw many friends and family struggling to find the help they needed to map out their financial future. She has developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to make better financial decisions. A Bachelor of Arts degree in Economics from Binghamton University and Bachelor of Science degree in Accounting from SUNY College at New Paltz, Series 6, 7, 63 and 24 licenses, and a licensed Certified Public Accountant have all added to her unique approach to wealth management. Diane is also licensed in life, disability and long-term care insurance. Additionally, over the years she found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through the complex financial services options available today. She has a network of seasoned professionals she works with who are as passionate as she is to help you be financially successful, no matter how you define success. No one strategy fits everyone, she specializes in developing sound retirement and tax efficient investment strategies. She will help you put together a financial plan using a holistic wealth management approach, incorporating when appropriate investment management services, insurance, estate conservation, and wealth preservation strategies integrated with your personal tax situation.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
10/22/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
10/20/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

10/15/2026

College, kids and costs.

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
10/13/2026

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.

You’ve made investments your whole life. Work with us to help make the most of them.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/08/2026

The financial risks to consider when evaluating self insurance?

What’s the difference between a General Obligation bond and a Revenue bond?
10/06/2026

What’s the difference between a General Obligation bond and a Revenue bond?

Gaining a better understanding of municipal bonds makes more sense than ever.

The stock market has a long and storied history, from the Dutch East India Company to Wall St.
10/01/2026

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

09/29/2026

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
09/24/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Address

2354 State Route 17A
Goshen, NY
10924

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18456159500

Website

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