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 – 9/19/23

Market Currents – 9/19/23

August Recap. Following a steady rally through the year’s first half and into July, stocks consolidated during the back half of the summer season.  August’s...

Market Currents – 7/12/23

Market Currents – 7/12/23

Positive Momentum. The first half of 2023 has brought a welcome market recovery, with investors benefiting from positive equity returns and more attractive...

Market Currents – 6/16/23

Market Currents – 6/16/23

Mixed May for Markets. Stocks recorded modest overall gains in May, after positive earnings surprises and the passing of the debt ceiling bill fostered a...

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