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Fingerlakes Wealth Management

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United States
Ithaca, NY
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.

05/28/2026

Meet Ksenia Trikoz.

Ksenia brings a thoughtful and approachable style to helping clients better understand them
financial picture. With a background in financial analysis and investment strategy, she focuses
on making complex decisions feel clearer and more manageable.

Outside of work, she enjoys exploring the Finger Lakes, photography, and spending time
outdoors.

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

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

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

05/19/2026

Not every financial decision feels urgent.

Some get pushed to later.

Others stay in the background longer than expected.
Over time, waiting can create just as much impact as acting, especially during moments of
change.

A new opportunity, a shift in priorities, or a life transition can be the right time to take a closer
look.

Sometimes, moving forward starts with simply deciding not to wait.
Explore helpful resources: https://www.fingerlakeswm.com/services/financial-planning

05/14/2026

Meet Ben Knauer.

Ben brings a background in both consumer and commercial banking, with a focus on real estate
lending and a thoughtful, client-centered approach.

He is focused on helping clients navigate complex financial decisions with clarity and
confidence.

We are excited to welcome him to our team!

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

05/12/2026

Life does not always change all at once. Sometimes, it evolves over time.

As priorities shift and new opportunities come into view, financial decisions can begin to feel
more layered. Taking a moment to step back and revisit your approach can help bring
everything back into alignment.

We found this perspective from Charles Schwab to be a thoughtful read on how financial needs
can evolve alongside life’s changes.

Read the full article:
https://www.schwab.com/learn/story/art-adapting-to-evolving-financial-needs

04/30/2026

There is always something happening.

-New headlines.
-New predictions.
-New reasons to react.

But not every change requires a reaction.

A clear financial plan is designed to help you stay grounded, even when things around your shift.

It is not about predicting what comes next.

It is about understanding your position, your priorities, and your direction.

When those are clear, decisions tend to feel less reactive and more intentional.

If you have been thinking about your financial picture lately, this is worth exploring:
https://www.schwab.com/learn/story/financial-planning-outlook

04/29/2026

Feeling overwhelmed financially does not always mean something is wrong.

In many cases, it means there is simply too much happening without a clear structure.

-Multiple accounts.
-Different priorities.

Decisions that were made at different times, without a full picture in place.

Over time, that can start to feel heavy.

Not because of a lack of progress, but because there is no clear way to see how everything connects.

Financial clarity is not about doing more.

It is about organizing what already exists, simplifying what feels complex, and understanding what actually matters most.
If you would like to talk through your financial picture, you can schedule a time to meet with us: https://www.fingerlakeswm.com/contact

04/23/2026

A healthier financial life is often shaped by the choices that do not always feel significant in the moment.
The habits you revisit.

The decisions you make more intentionally.
The areas you begin to pay closer attention to over time.

Financial progress does not always come from a dramatic shift.

Sometimes, it begins with smaller choices that support greater clarity, consistency, and confidence along the way.

If it feels like the right time to revisit your financial picture, we would be glad to connect: https://www.fingerlakeswm.com/contact

04/20/2026

When people think about legacy, they often think about money itself.

But in many cases, one of the most meaningful things we can pass on is understanding.
Financial literacy can shape how future generations think about saving, spending, planning, and making thoughtful decisions over time.

It is not always about having all the answers. Sometimes it starts with simply creating more awareness, more conversation, and more confidence around money.

If this is something you care about, Schwab shared a thoughtful resource on empowering the next generation through financial education.
Explore the article here: https://www.schwab.com/learn/story/empowering-next-generation-through-financial-education-with-jim-clark

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

http://www.FingerlakesWM.com/

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