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 – 8/2/22

Market Currents – 8/2/22

Some Relief. US stocks staged a comeback in July, rebounding from a tough first half of the year.  Moderating inflation expectations and better-than-feared...

Market Currents – 6/30/22

Market Currents – 6/30/22

  A Challenging First Half. Financial markets struggled to their worst start to a year in decades.  Accelerating inflation and rising interest rates,...

Market Currents 5/31/22

Market Currents 5/31/22

  A Challenging Time. Global equity markets saw another down month in April, but will end May about flat.  It is premature to suggest we have...

Quarterly Newsletter – Q1 2022

Quarterly Newsletter – Q1 2022

A Down Open to the Year   Market Comment The year’s opening quarter was marked by a confluence of headwinds for investment markets, and some were quite...

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

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