Stay on track every step of the way

Our Services

Life’s about the journey

Find a service for every path

Financial Planning

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Retirement Planning

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Social Responsibility & Impact Investing

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Portfolio Analysis

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College Retirement Plans

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Estate Planning

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College Funding

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Asset Allocation

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Tax Planning

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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.

Start Investing in values

Strategic portfolio management

that aligns your goals with your values.