You have people in your life who depend on you. So you need a dependable investment plan. How about one that’s socially and environmentally responsible while still being capable of helping you achieve your goals?
At Fingerlakes Wealth Management, we build financial plans around your family, your values and your needs so you’re prepared for every adventure life throws your way.
Hate complex financing tools? Us too. We’ve invested in tools that are easy to understand and highly personalized so you always know what’s going on with your investments.
Your trust means everything. So we work hard to build and maintain it by offering the best personalized service possible.
We’re committed to our clients, the local community, and the environment. That’s why we’re blazing the trail in Impact Investing and Socially Responsible Investing.
No time for extra clicks? Access all the links you’ll need in one, easy to navigate client portal.
From college funds to estate planning, we offer a breadth of service that meets your needs at every stage of life.
Money and comfort may not be words you readily associate with one another—or perhaps you only do through wishful thinking. Here’s how working with a financial coach can help you bridge the gap between the two.
Our clients tend to have big ambitions. We love that—and we love helping you get to where you want to be. Sometimes, the path to arrive at those ambitions may seem unclear or overwhelming. But having big plans for your future, and knowing there’s work needed to attain them, doesn’t mean you have to be focused on them all the time.
