Enjoy more of life’s adventures with financial clarity.
Invested
Plans created
Years experience
Blend financial management into your life without the overwhelm.
The people in your life depend on you, and you’ll do whatever it takes to protect their future. But your finances are integrated with every aspect of your life, and planning, budgeting, and making thousands of daily decisions often feels like a full-time job.
When you have help to create a financial plan you believe in, you can meet your goals, take care of your family, feel good about your future, and finally enjoy all of life’s adventures… Worry free.
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Invest in your values
You know that in the end, it won't be about the amount you invested or the returns you made.
It will be about how you used your money and the people you used it for. We help you build a plan that respects your values and protects your family’s future.
Let’s manage your money and help you make the most out of how you live your life.
Get advice from real people,
get advice from your neighbors.
Certified B Corp since 2016
40+ years of collective experience in wealth management
Hyper-local presence in Ithaca, NY, with clients in over 26 states
Wealth Management Solutions for whatever season of life you’re in.
Financial guidance and support.
Meet
with us
Book your free initial consultation with one of our financial advisors.
Tell us
what you value
Help us understand your goals and what’s important to you.
Get a
plan that feels good
We’ll create a plan that fits you now and in the future.
Your finances.
Our expertise.
Your decisions.
“You first” service
We know how hard it is to hand over financial control. That’s why we don’t ask for more than you want to give.
It’s your money – we’re here to offer guidance and support, but the decisions are ultimately yours.
Easy financial tools
Don’t worry — we hate hard-to-understand financial tools, too.
That’s why ours are easy to understand and highly personalized. So you always know what’s happening with your investments.
Values-based investing
We’re committed to our clients, community, and the environment, and we know you are, too.
So we’re fearlessly blazing the trail in values-based investing to support you and the things you believe in.
Simplified client portal
You don’t have time to learn a whole new system and the endless clicks that go with it.
Our simplified client portals are easy to navigate and give you access to all the links you need in one place.
Services for every season
Buying a house? Setting up a college fund? Thinking about retirement? Any milestone you have in mind…
We offer comprehensive wealth management solutions that meet you at whatever stage of life you’re in.
Answers to your wealth management questions.
FAQs
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:
- Like an inheritance, settlement, divorce, retirement, or loss of a family member
- Sale of a home, company, or other large asset
- Looking to simplify and streamline their money management process
- Are not achieving acceptable investment returns
- Experiencing ineffective diversification and interested in a primary financial leader
- Would like to recapture time through delegation of this process
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.
Financial planning helps you understand where you are financially today and what your goals are for the future. With this information, we can create a roadmap to help you reach your objectives.
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:
- Sustainable
- Fossil Free
- Socially Conscious
- Green
- Ethical or Impact Investments
- Community Investing
- Renewable Energy
- Environmental Responsible Investing
A CERTIFIED FINANCIAL PLANNER™ (CFP®) is a professional who is qualified to advise you on your personal finances. CFP® professionals must:
- Pass the CFP® Certification Examination
- Pass CFP Board’s Fitness Standards for Candidates and Professionals Eligible for Reinstatement
- Agree to abide by CFP Board’s Code of Ethics and Professional Responsibility and Rules of Conduct
- Comply with the Financial Planning Practice Standards
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.
We only share data with third parties when it's required for us to do our job. We will never sell your information to advertisers. And we'll always operate in accordance with our Privacy Policy.
Feel good about
your financial future.
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