Goals, Values, & Beliefs
At Fingerlakes Wealth Management we embrace our values in doing business. We have created an investment philosophy based on our clients needs & beliefs. We embrace a goals-based system of wealth management that assists you, our client, in identifying your goals and recognizing your risk tolerance We recommend and develop investment strategies unique to every client based on your goals and beliefs. Our portfolio implementation is seamless and our investment monitoring utilizes our holistic approach to your life and estate goals. A tailored portfolio allows for increased flexibility and responsiveness as your needs, goals, and beliefs grow and change.
With our portfolio management you can be as involved as you like. We welcome and encourage client input and engagement but simultaneously provide a peace of mind by managing your portfolio when you have bigger things to worry about.
In managing your assets we provide a plethora of services in a fee-based manner, meaning our interests are aligned with yours. We can also offer insurance, annuity, and long term care and other services on a commission basis. To provide high-quality, client-focused service we offer Portfolio Analysis, Asset Allocation, Estate Planning, Retirement Planning, Socially Responsible and Impact Investing, College Planning, Tax Planning, Life Insurance, Long Term Care Insurance, and more.