We work with a wide array of clients, from elderly retirees to young professionals and from burgeoning families to large family estates. We work with small companies with just a few employees and larger companies with 100 or more. We welcome clients of all backgrounds with a need for direction and/or purpose in the management of their wealth, estate, or employee benefits.
A large number of clients seek our services because they are dissatisfied with their current advisors or they desire to align their investments with their values & beliefs. Many others come to us during any number of circumstances:
We recognize that our clients lead active and complex lives. Our clients appreciate that managing their investments is more complicated and time-consuming than ever before. They acknowledge that working with specialized investment professionals provides them with a level of confidence and security. Our clients benefit from our approach to Wealth Accumulation and Estate Preservation which includes coordinating our planning with tax, legal, and insurance professionals. We follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions.
More and more investors have become interested in using their assets to create positive change in the world. And there are more opportunities than ever to do so.
At Fingerlakes Wealth Management we have experience in Impact Investing, Microfinance, Crowdfunding and Socially Responsible Investments. Our investment strategies include:
A CERTIFIED FINANCIAL PLANNER™ (CFP®) is a professional who is qualified to advise you on your personal finances. CFP® professionals must:
A CFP® will be in the best position to answer complex questions, outline scenarios based on your family, needs, and lifestyle, and help make your finances meet your goals. CFP®’s have a fiduciary obligation to remain objective and to ensure recommendations align with their clients’ objectives.
Yes. Our initial consultations are always free.
For your convenience we offer two types of Advisory Services: Investment Management Services (fee-based) and Consulting Services (hourly rate). A Client with the Investment Management Services (fee-based) DOES NOT incur hourly charges.
Being a fiduciary requires us to make decisions in the clients’ best interest. For most client relationships we don't make sales commissions and will always be transparent about the fees charged and expenses incurred. As a fiduciary we only make investments that make the most sense for the client and their financial goals.
Our Investment Advisor fees are generally charged as a percentage of assets under management. We have a sliding scale for accounts of various sizes and complexities. Fees are generally dictated by the following factors:
Feel free to contact us to discuss offerings that can work for you.
Consulting Services are typically unique to every client situation. Our fee structure may be in the form of an hourly rate, a project fee, or an ongoing, flat retainer fee. Each potential client situation is fully assessed and documented up front so that the fee structure is reasonable and fair to both the client and our firm.
Certified B Corporations are a new type of corporation which uses the power of business to solve social and environmental problems. B Corp certification is to sustainable business what Fair Trade certification is to coffee or USDA Organic certification is to milk.
These corporations are leading a global movement to redefine success in business. By voluntarily meeting higher standards of transparency, accountability, and performance, Certified B Corps are distinguishing themselves in a cluttered marketplace by offering a positive vision of a better way to do business.
B Corps are certified by the nonprofit B Lab. To become certified, a company must:
B Corps want to be a part of something bigger than themselves, but for many, becoming a B Corp also has to make business sense. B Corp certification helps companies differentiate from pretenders, generate press, benchmark performance, save money and access services, attract investors, partner with peers, and attract and engage talent.