What Makes Us Different?

 INDEPENDENT

We are free of limiting conflicts or affiliations.  We have nothing to “sell”.  All advice are offered solely on what we believe are in the client’s best interest

 FIDUCIARY

We are held to the highest level of fiduciary standard in working with our clients

INVESTING AND PLANNING

Core to our business is a consistent and repeatable investment strategy, married with a client-specific planning process

AWARDS & ACCOLADES

Partnering For Success

PARTNERS
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Scott C. McCartney, CFA

Partner , Chief Investment Officer

KEY MEMBERS
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Joseph D. Summa, CFA

Managing Director

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Neil Edmonds, AIF

Managing Director

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Douglas F. Bissonette

Managing Director

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Chris Lai, CFA

Portfolio Manager

nancy l kowalczyk

Nancy L. Kowalczyk

Director of Operations, Chief Compliance Officer

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Tim Welchons

Financial Advisor

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Steve Basile

Financial Advisor

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Connie Benson

Associate

WHAT WE HAVE ACHIEVED

0
Clients

ONE

BILLION in Assets Under Management (AUM)
0
States With Clients

Knowledge

Market Currents – 10/14/21

Market Currents – 10/14/21

  Volatile September. US equities notched a small positive return in Q3.  Strong earnings had lifted stocks in their run up through August, but...

Anatomy of a Selloff

Anatomy of a Selloff

Stocks began this week in freefall, ending down 1.7% on Monday, though off deeper lows on the day.  The prime culprit to the selloff was the liquidity woes of...

Market Currents – 9/13/21

Market Currents – 9/13/21

  US Stocks. Despite rising concerns over the delta variant, peaking economic growth and still-simmering inflation pressures, US equities had their...

Things We’re Thinking About

Things We’re Thinking About

Friends,   Thus far, almost eight full months in, 2021 has proved to be a productive year for investing. Led by the US market, global stock market...

Office Locations

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New Hartford

89 Genesee Street
New Hartford, NY 13413
315.624.7300

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Saratoga

16 Lake Avenue
Saratoga Springs, NY 12866
518.306.4220

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Elmira

1225 W. Water Street, Suite 1
Elmira, NY 14905
607.734.2002

Contact Us