What is Fingerlakes Wealth Management?
Fingerlakes Wealth Management offers holistic financial guidance and support designed to help people live life to the fullest. Based in Ithaca, NY, this firm blends financial management seamlessly into everyday life—without the overwhelm. Their approach recognizes that finances are deeply intertwined with every aspect of life, and planning, budgeting, and making countless daily decisions can often feel like a full-time job. With over 40 years of collective experience, Fingerlakes Wealth Management helps clients create financial plans they truly believe in, so they can meet their goals, care for their families, and enjoy life’s adventures worry-free.
Main Benefits of Fingerlakes Wealth Management
Here’s a quick snapshot of what sets this firm apart:
- $200M+ invested on behalf of clients
- More than 1,000 financial plans created
- Over 40 years of combined experience in wealth management
- Certified B Corp since 2016, showcasing commitment to social and environmental impact
- Hyper-local presence in Ithaca, NY, with clients spread across 26 states
Services Tailored for Every Season of Life
Whether buying a house, setting up a college fund, or thinking about retirement, Fingerlakes Wealth Management offers comprehensive wealth management solutions that meet clients wherever they are in life. Their services include:
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- College Funding
- Impact Investing
- Financial Coaching
Each service is designed to be flexible and personalized, ensuring that clients get a plan that feels right now and adapts as life changes.
A Values-Based Approach to Investing
Fingerlakes Wealth Management believes that investing isn’t just about numbers—it’s about what those numbers represent. They help clients invest in ways that align with their values and protect their family’s future. This means fearlessly blazing a trail in values-based investing, including options like sustainable, fossil-free, socially conscious, green, ethical, community, renewable energy, and environmentally responsible investments. It’s about making money work for the things that truly matter.
Easy-to-Use Tools and Transparent Process
Financial tools can be intimidating, but Fingerlakes Wealth Management keeps things simple and personalized. Their client portals are streamlined and easy to navigate—no endless clicks or confusing dashboards. Plus, their process is straightforward:
- Meet with a financial advisor for a free initial consultation
- Share what matters most—your values and goals
- Receive a customized plan that fits your life now and in the future
Clients stay in control, with expert guidance but decisions that are always theirs. It’s a “You First” service philosophy that respects individual comfort levels with financial control.
Fingerlakes Wealth Management’s Impact on Sustainable Development Goals (SDGs)
- SDG 8: Decent Work and Economic Growth – promoting inclusive financial growth and wealth management
- SDG 10: Reduced Inequalities – offering services to diverse clients, including families and small businesses
- SDG 12: Responsible Consumption and Production – encouraging values-based and ethical investing
- SDG 13: Climate Action – supporting investments in renewable energy and environmentally responsible projects
- SDG 17: Partnerships for the Goals – collaborating with tax, legal, and insurance professionals for holistic planning
Who Does Fingerlakes Wealth Management Serve?
The firm works with a broad range of clients—from elderly retirees to young professionals, from growing families to large estates, and from small companies to larger organizations with over 100 employees. Many clients come seeking a fresh approach because they’re dissatisfied with previous advisors or want to align their investments with their personal values and beliefs. Others turn to Fingerlakes during major life events like inheritance, divorce, retirement, or the sale of significant assets. The firm’s clients appreciate the confidence and security that come from working with specialized professionals who coordinate planning across tax, legal, and insurance fields, balancing risk and return while empowering clients to make informed decisions.
