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About Us

The mission

Our goal is to help you meet yours

You’ve got big plans, and you need an investment strategy to help you get there. At Fingerlakes Wealth Management, we build financial plans around your family, your values and your goals. When life happens and your objectives change, we modify the plan to fit your needs.

By focusing on Socially Responsible & Impact Investing, we can help you align your goals to your values. There are no compromises at Fingerlakes Wealth Management. Just clients with big ambitions and a path to get there.

Marshall M

Managing Partner & Advisor
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Susan M

Managing Partner & Advisor
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Melissa V

Managing Partner & Advisor
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Jaime E

Client Service Manager
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Rooted in the local community
Supporting the arts, education, local events, and alternative transportation in Ithaca and the surrounding areas.
Certified B Corporation
Respecting our community, our employees, and the environment.

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Start Investing in values

Strategic portfolio management

that aligns your goals with your values.
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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., 724-846-2488. Member FINRA & SIPC. Fingerlakes Wealth Management, Inc. and Fortune Financial Services are separate entities.

Fingerlakes Wealth Management, Inc. provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Fingerlakes Wealth Management, Inc. is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.
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