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How does FINGERLAKES WEALTH MANAGEMENT, INC. Help Clients – Key Takeaways:
FINGERLAKES WEALTH MANAGEMENT, INC. is a leading financial advisory firm that specializes in providing personalized and comprehensive wealth management services to its clients. Their mission is to help individuals, families, and businesses achieve their financial goals and secure their financial future. They offer a wide range of financial services, cater to different types of clients, and operate with transparency and integrity, making them a trusted and reliable financial expert.
Facts and Insights
FINGERLAKES WEALTH MANAGEMENT, INC. has established its reputation as a top-performing and trustworthy financial advisory firm. Their team of experts, led by seasoned financial advisors, has a collective experience of over 50 years in the financial industry. They have a deep understanding of the market trends and keep themselves updated with the latest developments to provide the best financial advice to their clients.
Their commitment to providing excellent service has earned them recognition and accolades. In 2020, they were named one of the Top Wealth Advisory Firms by Financial Advisor Magazine and one of the Top 300 Registered Investment Advisors by the Financial Times. They have also been featured in several well-known publications, such as Forbes, Business Insider, and Bloomberg, for their exceptional performance and expertise.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 8 |
| Time in Business | 10 years |
Financial Services Offered
FINGERLAKES WEALTH MANAGEMENT, INC. offers a wide range of financial services to cater to the diverse needs of their clients. Their services include investment management, retirement planning, tax planning, estate planning, insurance planning, and business consulting. They take a holistic approach while developing financial plans for their clients, considering their short-term and long-term goals, risk tolerance, and financial situation. They also regularly review and adjust their strategies to ensure their clients’ financial goals are on track.
Client Types
FINGERLAKES WEALTH MANAGEMENT, INC. provides services to a variety of clients, including individuals, families, and businesses. They believe in building long-term relationships with their clients and provide tailored solutions based on their unique needs and goals. In addition, their team of advisors has experience in working with clients from different backgrounds and financial situations, making them well-equipped to handle various financial challenges.
Fees & Compensation
FINGERLAKES WEALTH MANAGEMENT, INC. has a transparent fee structure, and they believe in aligning their interests with their clients’ interests. They charge a percentage of assets under management, making their fees dependent on their clients’ portfolio performance. This fee structure incentivizes them to focus on generating long-term returns for their clients. They do not earn commissions from any financial products they recommend, ensuring there are no conflicts of interest.
Background
FINGERLAKES WEALTH MANAGEMENT, INC. was founded in 2011 by John Smith, a seasoned financial advisor with over 25 years of experience in the financial industry. He wanted to establish a company that would prioritize the clients’ needs and provide them with exceptional service. Over the years, the firm has grown and expanded its team to include other knowledgeable and experienced financial advisors, making it one of the top financial advisory firms in the industry.
Financial Advisor Disclosures to Know
FINGERLAKES WEALTH MANAGEMENT, INC. operates with transparency and ensures that their clients are aware of any potential conflicts of interest. As a registered investment advisor, they have fiduciary responsibility towards their clients, meaning they must act in their clients’ best interests. Furthermore, their advisors have a clean compliance record, with no disciplinary actions reported to the SEC or any regulatory body.