Locally owned. Family operated.

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 and Tax Efficient investing...

Marshall McCormick

Marshall McCormick is the President of Wealth Management with Fingerlakes Wealth Management. Marshall holds a Series 65 securities license and oversees the development of the Fingerlakes Wealth Management's socially responsible portfolios...

Gay Mathews

Gay has been successfully working with 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 year providing the agents and their clients with excellent customer service...