Hello Investors

It’s a pleasure to be working with you

A financial plan you can believe in

Invest for life’s adventures

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.

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Our services

Get going with solid services

You have goals. We have the tools to help you achieve them.

Financial Planning

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Retirement Planning

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Social Responsibility & Impact Investing

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Our Team

Meet your financial guides

Marshall M CFP®

Managing Partner & Advisor

Melissa V

Managing Partner & Advisor

Susan M

Managing Partner & Advisor

Jessica D

Client Services Manager

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Are you a Financial Advisor?

Marshall M CFP®

Managing Partner & Advisor

Melissa V

Managing Partner & Advisor
Our Approach

Going the extra mile for every client

With Fingerlakes Wealth Management, you’ll have everything you need for all life’s adventures.
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.
Our Blog

Explore the insights

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Take a Break from Financial Stressors

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. 
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3 Tips for Navigating Difficult Financial Discussions with Your Family

We can’t control the future. But we can have some control over the present. By talking with your family about the current state of your finances, your future plans, and your wishes for your estate after you’re gone, you’ll help everyone put their best foot forward and prepare for whatever is to come.
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Start Investing in values

Strategic portfolio management

that aligns your goals with your values.