Value-Based Investing

When your values matter as much as your bottom line

You shouldn’t have to choose between wealth and values

How do you invest your money and stay true to your values?

It’s a common question many of our clients find themselves asking.

We work with you to put your money in investments you feel good about. 

So you don’t have to compromise your beliefs to build your wealth.

Understanding your values

Values-based investing is based on your values – it’s not up to anyone but you to decide what those values are – but we can help you understand with our value screening tool. 

We want you to have complete confidence that the strategies we suggest will integrate with your whole life.

Investments that support your beliefs

Share with us

We devote a lot of time and energy to researching investments and helping you understand the impact related to the beliefs and choices you share.

Align with your values

Your advisor will select investments they believe will result in a favorable return. And we’ll stay consistent with the preferences you share with us.

Stay supported

We’re committed to staying up-to-date on investment strategies so we can manage and evolve your portfolio in line with your personal principles.

For those interested in Socially Responsible Investing*

Our financial advisors have extensive experience in social and environmental options, including:

  • Fossil Free
  • Sustainable
  • Socially Conscious
  • Renewable Energy
  • Community Investing
  • Ethical or Impact Investments
  • Environmentally Responsible Investing

You can rest assured that we’re committed to your goals, your needs, and your values. 

Always.

*It’s important to understand that SRI (socially responsible investing) securities can be more volatile than other securities. 

The information for social and environmental performance and our interpretation and application of those standards are subjective and may evolve over time. 

Process

Financial guidance and support.

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.

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