Advisors at this firm
Melissa V
Series 65
Ithaca, NY
Fingerlakes Wealth Management, Inc.
Melissa Vanderhoof is a financial advisor at Fingerlakes Wealth Management, Inc. with five years of industry experience. She holds a Series 65 designation and previously worked at Cayuga Medical Center for seven years. Outside of her advisory role, she serves on the boards of the Tompkins County Public Library Foundation and the Tompkins County Chamber of Commerce. Fingerlakes Wealth Management provides portfolio management, financial planning, and pension consulting to individuals, trusts, retirement plans, and business entities. The firm manages approximately $231.6 million across about 547 client relationships, employing a blend of fundamental and technical analysis with strategies ranging from long-term buy-and-hold to active trading.
Ksenia T
Series 63, Series 65
Ithaca, NY
Fingerlakes Wealth Management, Inc.
Ksenia Trikoz is a financial advisor at Fingerlakes Wealth Management, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fortune Financial Services and Plum Street Advisors. Outside of finance, she is the owner of Verdi Studio LLC, a photography business specializing in headshots and family portraits. Fingerlakes Wealth Management provides portfolio management, financial planning, and pension consulting to individuals, trusts, retirement plans, and business entities. The firm manages approximately $231.6 million across about 547 client relationships, using a blend of fundamental and technical analysis with strategies ranging from long-term buy-and-hold to active trading.
Susan M
Series 63, Series 66
Ithaca, NY
Fingerlakes Wealth Management, Inc.
Susan Mccormick is a financial advisor at Fingerlakes Wealth Management, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fortune Financial Services, Inc. and Fingerlakes Wealth Management since 2009. Fingerlakes Wealth Management serves individuals, trusts, retirement plans, and business entities with comprehensive portfolio management, financial planning, and pension consulting. The firm employs a blend of fundamental and technical analysis, incorporating ESG considerations, and offers both discretionary asset management and pension consulting services.
Marshall M
CFP®, Series 65
Ithaca, NY
Fingerlakes Wealth Management, Inc.
Marshall Mccormick is a CFP® and Series 65-licensed financial advisor with 13 years of experience at Fingerlakes Wealth Management, Inc. in Ithaca, NY. He serves on the boards of two local nonprofit organizations, Finger Lake ReUse and the Center of Community Transportation, participating in fundraising and governance activities. Fingerlakes Wealth Management provides portfolio management, financial planning, and pension consulting to individuals, trusts, retirement plans, and businesses. The firm employs a blend of fundamental and technical analysis, incorporating ESG factors when appropriate, and offers a range of strategies from long-term investing to active trading.
