Saratoga Life & Health Plans

As with your physician or attorney, the relationship between you and your financial adviser is a personal one, based on professionalism and trust. At D.B. McKenna & Co., we value the confidence our client's place in us. We're independent that means we're objective in helping you select the appropriate investments for your needs. With D.B. McKenna & Co., you're always assured that investment recommendations are based on careful evaluation of your individual financial goals.

We have 30 years of experience and the expertise to guide you through the financial management process, to manage your investments, to work toward your significant goals. As a client of Legacy, you team with an advisor who listens to you, educates you and works with you to continue towards your financial success.

SpecialtiesBill Fisk combines his education and experience as an attorney and certified public accountant to assist individuals, families and organizations to meet their goals in a wide variety of service areas including planning for wealth transfer, reducing tax costs, dealing with federal and state tax authorities, forming and governing business and non-profit organizations, affecting transfers of business interests, representing clients in collaborative divorce negotiations and personal bankruptcy filings.HistoryBill is a member of the Vermont Bar and is admitted to the United States District Court for Vermont. He is licensed as a certified public accountant in Vermont and Massachusetts. Before forming his own firm, William J. Fisk, PLC, he was associated with Witten, Woolmington & Campbell a highly respected Vermont law firm where he practiced in estate planning through use of sophisticated estate planning techniques, taxation, formation and governance of business and non-profit organizations, bankruptcy and family law. Bill was a co-founder and president of Fisk, Reed & Love, P.C. a highly regarded local accounting firm which he helped found in 1990 after 10 years as a partner with KPMG and predecessor accounting firms in Springfield, Massachusetts and Albany, New York.