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

Managing Partner & Advisor

Susan M

Managing Partner & Advisor

Melissa V

Managing Partner & Advisor

Jaime E

Client Service Manager
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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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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Do You Have a Plan for Your Digital 'Estate'?

Even people who think they've ticked off all of the usual boxes on their estate-planning to-do lists may have overlooked an increasingly important component of the process: ensuring the proper management and orderly transfer of their digital assets.
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Start Investing in values

Strategic portfolio management

that aligns your goals with your values.