A complete list of active advisors currently associated with Fingerlakes Wealth Management, Inc.

Warmer can help you find a great advisor at Fingerlakes Wealth Management, Inc. or one who fits your needs even better.

Fingerlakes Wealth Management provides comprehensive portfolio management, financial planning, and pension consulting to individuals (including high‑net‑worth clients), trusts, employer retirement plans, and business entities. As of December 31, 2025 the firm managed about $285.4 million on a discretionary basis and generally requires a $75,000 household minimum for its portfolio management service. The firm uses a blend of fundamental and technical analysis and incorporates ESG considerations when appropriate, implementing strategies that can include long and short positions, option writing, and margin/borrowed positions in client accounts. It may allocate portions of client portfolios to third‑party sub‑advisers, monitors those sub‑advisers on an ongoing basis, and reviews managed accounts at least quarterly. Fingerlakes is affiliated with Fortune Financial Services, Inc., an SEC‑registered broker‑dealer, and its supervised persons are registered representatives and licensed insurance agents, permitting commissionable securities and insurance product offerings in non‑advisory accounts and creating potential conflicts the firm discloses. The firm’s explicit use of borrowing and derivatives in separately managed accounts, combined with its sub‑adviser arrangements, are practices noted in its brochure that are less common among peer firms.

To learn more about the advisors currently working at Fingerlakes Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.