Fingerlakes Wealth Management is an Investment Advisory Firm Offering Objective Advice and Professional Service
Experienced, trusted Financial Advisors, providing unique solutions for your investment needs, financial planning, and wealth management. We believe that strategic portfolio management should be in line with your values and beliefs. To that end we are a local firm leading the way in Impact Investing and Socially Responsible Investing. We are an Independent SEC Registered Investment Advisor.
Fingerlakes Wealth Management is a comprehensive fee based financial planning firm. Which means we can provide objective advice in managing your portfolio. Our philosophy is to provide our clients with both professional and personal service.
To create and maintain wealth for our clients through tailored, long term, goals-based asset management.
To inspire corporate social responsibility through sustainable & responsible investing.
We build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and achievement of these goals.
Our success is based on our avid commitment to research. We have equipped our business with the most advanced technology & services available in the financial service industry and utilize our capabilities to the fullest. These investments in our business allow us to give our clients an intensely personalized asset analysis, allocation and investment service.
Please contact us for a free consultation for a personalized review. We can assist you in achieving your goals and desires. Call us at 607-257-1008 or click below to email us with any questions or ideas. We look forward to discussing your personal needs, investment values, and how we might provide investment advisory services and financial planning support for you.