Fingerlakes Wealth Management

Fingerlakes Wealth Management 450 N. Aurora St., Ithaca, NY 14850 Phone: 607-257-1008 Website: www.FingerlakesWM.com is strictly forbidden under current securities laws.

An Experienced, Trusted Financial Advisor, providing unique solutions for your investment needs, and your Financial Planning and Wealth Management. Fingerlakes Wealth Management is a comprehensive Fee Based Financial Planning Firm. Our philosophy is to provide our clients with both personal and professional service. We offer Investment Advisory Service, Estate Planning, Tax Efficient Investing, Ri

sk Management, and Insurance. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with Fingerlakes Wealth Management, Inc. Also, please be aware that while we monitor comments left on this page, we do not endorse or necessarily share the same opinions expressed by site users. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Every great trip starts with a plan—and your finances should be part of it.Booking flights, reserving a hotel, and reque...
07/22/2026

Every great trip starts with a plan—and your finances should be part of it.
Booking flights, reserving a hotel, and requesting time off are all important. But taking a few minutes to plan your travel budget can help you enjoy your vacation with greater peace of mind.

Small financial decisions today can make your next adventure even more rewarding.

Ready to create a financial plan that supports the life you want to live? We'd love to help.

👉 Meet with our team: https://fingerlakeswealth.com/

Meet Marshall McCormick.With a focus on socially responsible investing and thoughtful financial planning, Marshall bring...
06/30/2026

Meet Marshall McCormick.

With a focus on socially responsible investing and thoughtful financial planning, Marshall brings a clear and experienced approach to guiding clients through important decisions.

He is committed to helping clients align their financial choices with their values, while building long-term relationships along the way.

If you need support with wealth management, schedule a time to meet with us:
https://www.fingerlakeswm.com/contact

Meet Melissa Vanderhoof. With a background in healthcare and financial therapy, Melissa brings a thoughtful and client-c...
06/24/2026

Meet Melissa Vanderhoof. With a background in healthcare and financial therapy, Melissa brings a thoughtful and client-centered approach to financial planning. She is known for her empathetic style and her ability to understand each client’s unique story, helping create meaningful and personalized financial guidance.

If you need support with wealth management, schedule a time to meet with us:
https://www.fingerlakeswm.com/contact

Summer plans often come with meaningful moments, from graduations and family activities to travel and new opportunities....
06/22/2026

Summer plans often come with meaningful moments, from graduations and family activities to travel and new opportunities. Taking time to plan ahead can help bring greater clarity and confidence to the season ahead.

Explore more financial planning resources and insights on our website:
https://www.fingerlakeswm.com/resources

Meet Susan McCormick, Founder and Managing Partner of Finger Lakes Wealth Management. With over 20 years of experience, ...
06/18/2026

Meet Susan McCormick, Founder and Managing Partner of Finger Lakes Wealth Management. With over 20 years of experience, Susan brings a thoughtful and experienced approach to financial planning and wealth management. She is focused on guiding clients through important financial decisions with clarity and confidence while building long term relationships along the way.

If you need support with wealth management, schedule a time to meet with us:
https://www.fingerlakeswm.com/contact

Meet Ksenia Trikoz, Financial Advisor and Managing Director of Operations at Finger Lakes Wealth Management.Ksenia bring...
06/08/2026

Meet Ksenia Trikoz, Financial Advisor and Managing Director of Operations at Finger Lakes Wealth Management.

Ksenia brings a thoughtful and approachable style backed by years of experience in financial analysis and investment strategy, helping clients navigate important financial decisions with greater clarity and confidence.

Outside of work, she enjoys exploring the Finger Lakes with her goldendoodle, Larry, and is also known locally for her professional photography work.

Learn more about our team:
https://www.fingerlakeswm.com/

Not every major life event comes with a timeline.Some happen unexpectedly, and can have both emotional and financial imp...
05/26/2026

Not every major life event comes with a timeline.

Some happen unexpectedly, and can have both emotional and financial impact.
Moments like these are not always part of a plan, but they are often the ones that test it the
most.

We found this perspective from Charles Schwab to be a helpful reminder of how certain risks
may be overlooked until they matter most.

Read the full article:
https://www.schwab.com/learn/story/will-home-insurance-cover-weather-disaster

Meet Jessica DeLuna Phillips.With over 10 years of experience in customer service, Jessica brings a thoughtful andrelati...
05/21/2026

Meet Jessica DeLuna Phillips.

With over 10 years of experience in customer service, Jessica brings a thoughtful and
relationship-focused approach to supporting clients.

She is passionate about creating a positive and seamless client experience, while building
meaningful connections along the way.

We are grateful to have her as part of our team.

If you are considering next steps, schedule a time to meet with us:
https://www.fingerlakeswm.com/contact

Address

450 N Aurora Street
Ithaca, NY
14850

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16072571008

Website

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