We receive calls from individuals for assistance with green investing. Social(k) refers to Fingerlakes Wealth Management when individuals call looking for assistance with Environmental Social and Governance, ESG, considerations when investing.
At Fingerlakes Wealth Management, their mission is to provide unparalleled investment strategies while honoring our world & our community.
Marshall McCormick and his team are committed to providing clients with sound investment strategies and unparalleled customer service. They are committed to doing this utilizing state-of-the-art technology with an enjoyable client experience.
Their advisors construct, manage, and rebalance our client portfolios, maximizing tax efficiency and optimizing risk/return ratios
Financial Plans are an integral part of the client experience. Planning services offer clients consistency and peace of mind while planning for retirement.
Socially Responsible Investing
Your investments can lead to a better world. If you care about what you invest we can help your portfolio reflect your values and beliefs.
Save Money with Tax-Advantaged Accounts
Compound growth is an important aspect of investing to understand. Taxes interfere with compound growth, lowering current profits and reducing the speed of future growth. For an account that receives $1000 in annual deposits and grows an average of 7 percent a year, a 20 percent tax on profits will reduce its total value by 6 percent after 10 years. After 30 years, taxes will have reduced its value by almost 22 percent. By 40 years, nearly 30 percent of value has been lost.
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