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

AWARDS & ACCOLADES

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

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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

WHAT WE HAVE ACHIEVED

0
Clients

ONE

BILLION in Assets Under Management (AUM)
0
States With Clients

Knowledge

Market Currents – 7/16/21

Market Currents – 7/16/21

  Positive Momentum. The global recovery remains largely on track, as economies continue to rebound from the dislocations caused by the pandemic....

Market Currents – 6/11/21

Market Currents – 6/11/21

Stay for May. Despite the old Wall Street adage of “sell in May and go away”, the S&P 500 registered the fourth consecutive month of positive returns by...

Market Currents – 5/18/21

Market Currents – 5/18/21

  Rally On. For the third consecutive month, equity markets moved higher in April, lifted by a succession of robust economic reports and a healthy...

Market Currents – 4/14/21

Market Currents – 4/14/21

  Rally On. Slightly over a year ago, equity markets bottomed following a sharp 30% decline in only twenty-two days.  No market or sector was immune...

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