Where community values meet financial guidance.
We treat your family the way we want our own families treated.
Welcome
Our office can trace its roots back 90 years of showing up for upstate New York.
The office we’re in has a 90-year history of serving families across upstate New York and throughout the country. We combine deep community roots with the experience and resources to help you pursue your financial goals at every stage of life.
Whether you’re planning for retirement, helping children build their futures, or managing wealth across generations, we customize our approach to fit your unique situation.
industry recognition
Honored to serve our community
and be recognized within the industry.
We’re proud to have been named to the 2025 and 2026 Forbes Best-in-State Wealth Management Teams list, we believe that recognizes our commitment to providing quality advice and investment planning.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria..
Our Services
Financial guidance
for your life and legacy.
We help with the big stuff: retirement income, what to do when you sell your business, how to handle money you’ve inherited, transferring wealth to future generations, and risk management.
Retirement Income Planning
Planning for Your Next Chapter
We help you transition into retirement confidently, creating strategies for sustainable income and managing healthcare costs.
Investment Management
Portfolio Solutions Aligned to Your Goals
Our team offers actively managed portfolios and customized investment strategies, drawing on our specialized backgrounds in equity analysis, fixed income, and alternative assets.
Multi-Generational Planning
Keeping Wealth in the Family
We work with families across generations to help preserve and transfer wealth, building relationships with children and beneficiaries so the wealth you’ve built stays in the family.
Advisory Services
Ongoing Partnership and Guidance
Through our advisory programs, you receive scheduled portfolio reviews, open communication, and the benefit of our team’s collective experience in navigating changing markets and life transitions.
Our Clients
Serving families & business
owners through every life stage.
We work with individuals and families at pivotal financial moments, providing guidance tailored to your specific situation.
Pre-Retirees and Retirees
Planning Your
Next Chapter
You’re 5-10 years from retiring or just retired. You’ve got some money saved but you’re not sure it’s enough.
Business Owners
Helping to Maximize
What You’ve Built
You’ve built something valuable and you’re thinking about selling or passing it on.
Inheritors and Wealth Recipients
Making
Confident Decisions
You inherited money or property from your parents or grandparents. Maybe it’s farmland, maybe it’s cash, maybe it’s both. You want to do right by what they built.
Agricultural Families
Understanding
Land and Legacy
You’ve got acreage. Maybe you farm it, maybe you lease it out, maybe you’re thinking about conservation programs. You know land is family history, not just an asset, and you need someone who understands that.
Why Us
This is our community too.
Nobody plans for the moment their parent passes and suddenly you’re responsible for the farm and all the family accounts. Nobody plans for the snowstorm that leaves a widow stranded in her driveway, but Pete grabbed a shovel and took care of it anyway.
We’ve been part of this community long enough to know most of our clients before they ever walk through our door. That’s the difference between an advisor and a neighbor who genuinely wants you to succeed.
