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Learn how to make the perfect financial recipe
A 12-step guide to creating a system that helps you reach financial freedom
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We build clear, disciplined investment strategies for Ithaca professionals, Cornell faculty, retirees, and families — with no minimums, no commissions, and no conflicts of interest.
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Serving clients in the Finger Lakes region, including faculty at Ithaca College and Cornell University.
Navigating a legacy is complex. We provide the tax clarity and investment structure you need to protect your windfall and move forward with confidence
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Your business is your biggest asset, but shouldn't be your only one. We help you diversify your personal balance sheet and maximize tax-efficient growth.
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You are earning significant income, but is it working as hard as you are? We build concentrated portfolios of world-class companies to help you compound your hard-earned income.
Income strategies that last. We protect your purchasing power against inflation to ensure your portfolio supports your lifestyle for the long haul.
No sales pitches. No black boxes. Just a clear, disciplined strategy to compound your wealth and protect your legacy.
We will never try to sell you proprietary investment products and we have one flat all-in fee for both investment management and financial planning services.
Talk with an Advisor
We get to know more about you and develop an investment plan that matches your goals, time-horizon, and risk-tolerance.
Taxes can be stressful. We'll help you understand and manage your tax liability.
Want to use your wealth to make the world a better place? We'd be honored to help you maximize your impact.
We'll help you establish your legacy and protect your family, now and into the future.
Sudden money can be overwhelming. We can help clarify your goals, get a clear picture of where you're at, and figure out where to best use your newfound dollars - whether it be into savings, towards a new home, or setting up a trust for your family.
You'll know where you're at right now, what it'll take to get where you want to be, and exactly what needs to happen to get there.
In certain circumstances where it makes sense, we can consolidate all of your investment accounts under one roof so you always know where you stand financially.
Communication is everything. That’s why we proactively reach out to our clients on an ongoing basis. Your financial plan will have a higher chance of success if you stay informed, and that’s our top priority. Reach out for a second opinion!
We believe everybody deserves access to a fiduciary financial advisor, especially young professionals who are getting their careers started. That's why we have no minimums, so you can start investing today and build up wealth over time.
A 12-step guide to creating a system that helps you reach financial freedom