Welcome to Fingerlakes Wealth Management
an Investment Advisory Firm

Experienced, Trusted Financial Advisor, providing unique solutions for your investment needs, and your Financial Planning and Wealth Management.  We are an SEC Registered Investment Advisor also offering Socially Responsible Investing strategies.

Fingerlakes Wealth Management is a comprehensive Fee Based Financial Planning Firm. Our philosophy is to provide our clients with both personal and professional service.

Our mission:

To create and maintain wealth for our clients through long term effective asset management.

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 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.

The purpose of our website is threefold:

  1. To give clients a place to go to find out what is happening at Fingerlakes Wealth Management and to have an easy way of communicating with us, at your convenience.
  2. For you to have access to the latest information available regarding your accounts and us in a centralized location.
  3. To provide information on planning and investing that we believe is relevant to our clients. We want you to know how much we value your relationship.

Whether you are using the calculators, market snapshot, or one of our other options we have made available for you, we hope that you will find this information enjoyable and beneficial.

Thank you for visiting us in our virtual office. For more information on our firm, we invite you explore our web-site.

Call us 607-257-1008, toll-free 800-273-1938 or email us susan.mccormick@FingerlakesWM.com or sdm2@fortunefinancialservices.com with any questions or concerns. We look forward to discussing your personal needs and how we might provide investment advisory services and financial planning support for you.