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

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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

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Clients
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Million in Assets Under Management (AUM)
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States With Clients

Knowledge

Office Locations

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New Hartford

89 Genesee Street
New Hartford, NY 13413
315.624.7300

Contact us

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Saratoga

16 Lake Avenue
Saratoga Springs, NY 12866
518.306.4220

Contact Us

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Elmira

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

Contact Us