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

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Number Of Clients

1,050,000,000

AUM

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States With Clients

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

Knowledge

Market Currents – 5/15/23

Market Currents – 5/15/23

A Period of Consolidation. After a positive start to the year, financial markets entered a holding pattern during the month of April.  Banking industry jitters...

2023 Q1 Recap

2023 Q1 Recap

A Positive First Quarter The year’s opening quarter provided investors a bit of relief, following last year’s disappointing returns. Most investment markets...

Market Currents – 4/11/23

Market Currents – 4/11/23

A Positive Q1. Volatility in the banking sector rose sharply in March following the collapse of three US regional banks.  The ensuing market turbulence was...

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...

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