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.
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.
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.
Investment Advisory Services offered through Fingerlakes Wealth Management, Inc., a Registered Investment Advisor. Licensed to do business in: NY, FL, CA, PA, and TX. SEC registered in NY. Fingerlakes Wealth Management, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Fingerlakes Wealth Management, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Fingerlakes Wealth Management, Inc. unless a client service agreement is in place.
Registered Representative of and securities products offered through Fortune Financial Services, Inc. (FFS), 724-846-2488. Member FINRA & SIPC. Fingerlakes Wealth Management, Inc. and Fortune Financial Services are separate entities. FFS Form CRS
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