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 – 11/15/22

Market Currents – 11/15/22

  Some Relief. US equities recovered some ground in October following a notably weak close to the September quarter.  The S&P 500 rose about 8% in...

Market Currents – 10/6/22

Market Currents – 10/6/22

Market Commentary. Risk assets sold off around the globe in late September as investors continued to grapple with hawkish monetary policy positioning from the...

Quick Comment 9-13-22

Quick Comment 9-13-22

The Situation is Inflation Investment markets have continued their slog this year, and barring events entirely unexpected, both the stock and bond markets...

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