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

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...

Market Currents – 3/14/22

Market Currents – 3/14/22

  Invasion. Russia’s invasion of Ukraine in late February shocked the world, and is having a significant humanitarian and geopolitical impact....

The Ukraine Invasion

The Ukraine Invasion

The Ukraine Invasion The escalating conflict over Ukraine has come to a head, as Russian forces are pouring into that sovereign country as we write.  Global...

Market Currents – 2/16/22

Market Currents – 2/16/22

Volatile Markets. The new year has open with a more jittery tone, and declines.   Following two years of largely synchronized accommodative monetary policies,...

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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