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

0
Number Of Clients

1,050,000,000

AUM

0
States With Clients

Partnering For Success

PARTNERS
scott c mccartney-crop-u14609

Scott C. McCartney, CFA

Partner , Chief Investment Officer

KEY MEMBERS
joe summa-crop-u14705

Joseph D. Summa, CFA

Managing Director

neil-crop-u14673

Neil Edmonds, AIF

Managing Director

douglas f bissonette-crop-u14641

Douglas F. Bissonette

Managing Director

chris lai-crop-u14769

Chris Lai, CFA

Portfolio Manager

nancy l kowalczyk

Nancy L. Kowalczyk

Director of Operations, Chief Compliance Officer

_dsc9488-crop-u173739

Tim Welchons

Financial Advisor

sb4 (1)-crop-u185501

Steve Basile

Financial Advisor

img_2482-crop-u155199

Connie Benson

Associate

Knowledge

What Is Your Cash Doing For You?

What Is Your Cash Doing For You?

We have seen that commercial from Capital One with the catchy slogan, prompting us with the question “What’s in your wallet?”  The message is clear and...

Market Currents – 2/7/23

Market Currents – 2/7/23

January Reversal.  Stocks markets opened 2023 on a strong note, with robust gains across global equities.  Signs that inflation is easing in several major...

Market Currents – 1/12/23

Market Currents – 1/12/23

  A Look Back at 2022. The dialogue in 2022 revolved around inflation, which – brought on by pandemic-related circumstances - surged to its highest...

Strategizing For 2023

Strategizing For 2023

A Not-So-Happy Last Year The just-concluded year was an unproductive one for investors of nearly all persuasions. Both stocks and bonds lost value in 2022, the...

Office Locations

null

New Hartford

89 Genesee Street
New Hartford, NY 13413
315.624.7300

Contact us

null

Saratoga

16 Lake Avenue
Saratoga Springs, NY 12866
518.306.4220

Contact Us

null

Elmira

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

Contact Us