Our Mission

To create and maintain wealth
for our clients through tailored, long term,
goals-based asset management.

Who we are.

It's the relationship that matters.

Susan McCormick

Susan McCormick is the CEO & Founder of Fingerlakes Wealth Management. She has been assisting clients for over 15 years and focuses on Wealth Management Strategies, Financial Plans, & Tax Efficient Investing...

Marshall McCormick

Marshall McCormick is the President of Wealth Management. Marshall holds a Series 65 securities license and oversees the development of impact investing opportunities and socially responsible portfolios...

Gay Mathews

Gay has been successfully serving clients in the financial industry for 29 years. She began her career as a customer service representative for Prudential Insurance Co. where she worked for 15 years years...

Where are we?

In the heart of Ithaca.

In Person

450 N. Aurora St.
Ithaca, NY

Phone

607.257.1008
 

We're here.

Contact Us.

A Motif Investment Firm

We invest in ideas & beliefs.