Meet with us

Meet with us

Process

Financial guidance and support.

Meet with us
1

Meet

with us

Book your free initial consultation with one of our financial advisors.

2

Tell us

what you value

Help us understand your goals and what’s important to you.

3

Get a

plan that feels good

We’ll create a plan that fits you now and in the future.

Meet with us
Testimonial

Advice that changes with your circumstances.

I have worked with [Fingerlakes Wealth Management] for years, and always receive wise advice for my present and future circumstances, which change every year.

I always leave my appointments feeling empowered and calm. They are friendly and professional. I cannot recommend them enough.
Marrion Ferrer
Fingerlakes Wealth Management client

Feel good about
your financial future.

Your life. Your finances. We include you in every conversation, prioritize your values, and support your goals.

Tailored guidance to help you make smart financial choices

Comprehensive planning and holistic wealth management

Advice that integrates with your values at every stage of life

Meet with us