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We are held to the highest level of fiduciary standard in working with our clients
Core to our business is a consistent and repeatable investment strategy, married with a client-specific planning process
Bradley M. Kowalczyk, J.D., LL.M
Partner
Partner , Chief Investment Officer
Partner
Managing Director
Managing Director
Managing Director
Portfolio Manager
Director of Operations, Chief Compliance Officer
Financial Advisor
89 Genesee Street
New Hartford, NY 13413
315.624.7300
16 Lake Avenue
Saratoga Springs, NY 12866
518.306.4220
1225 W. Water Street, Suite 1
Elmira, NY 14905
607.734.2002
