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

Jaime E

Client Services Manager

Jessica D

Client Services Manager

We're Hiring

Are you a Financial Advisor?

Susan M

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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3 Ways to Simplify & Streamline Your Finances

If the thought of deep diving into your financial assets has you feeling stressed, you aren’t alone. Managing your finances doesn’t have to be such a cause for concern. Your finances should support your ambitions and care for your loved ones, not add to your workload.
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Concerned About Longevity? Three Mistakes to Avoid

Longevity is often cheered as an achievement, but the downside of living well beyond one's average life expectancy is that it can strain (or worse, completely deplete) an individual's financial resources.
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Start Investing in values

Strategic portfolio management

that aligns your goals with your values.