Fingerlakes Wealth Management

Summer plans often come with meaningful moments, from graduations and family activities to travel and new opportunities. Taking time to plan ahead can help bring greater clarity and confidence to the season ahead.

Explore more financial planning resources and insights on our website:
https://www.fingerlakeswm.com/resources

Meet Susan McCormick, Founder and Managing Partner of Finger Lakes Wealth Management. With over 20 years of experience, Susan brings a thoughtful and experienced approach to financial planning and wealth management. She is focused on guiding clients through important financial decisions with clarity and confidence while building long term relationships along the way.

If you need support with wealth management, schedule a time to meet with us:
https://www.fingerlakeswm.com/contact

Meet Ksenia Trikoz, Financial Advisor and Managing Director of Operations at Finger Lakes Wealth Management.

Ksenia brings a thoughtful and approachable style backed by years of experience in financial analysis and investment strategy, helping clients navigate important financial decisions with greater clarity and confidence.

Outside of work, she enjoys exploring the Finger Lakes with her goldendoodle, Larry, and is also known locally for her professional photography work.

Learn more about our team:
https://www.fingerlakeswm.com/