# Fingerlakes Wealth Management

> Analysis by Optimly for Optimly AI Visibility, in the Optimly AI Brand Index. Last analyzed September 11, 2026.

> Fingerlakes Wealth Management provides comprehensive wealth management solutions, including financial planning, retirement planning, estate planning, tax planning, college funding, impact investing, and financial coaching. They emphasize values-based investing, personalized guidance, and a client-first approach, serving clients from various backgrounds and life stages. The company is a Certified B Corp since 2016 and operates with a hyper-local presence in Ithaca, NY, serving clients in over 26 states.

- Business Profile: https://optimly.ai/brand/fingerlakes-wealth-management
- Publisher: Optimly (https://optimly.ai)
- Dataset: Optimly AI Brand Index (https://optimly.ai/brand)
- Official website: https://fingerlakeswm.com/
- Logo: https://logo.clearbit.com/fingerlakeswm.com
- Slug: fingerlakes-wealth-management
- Brand Authority Index tier: Emerging
- Category: Wealth Management Firms
- Last Analyzed: September 11, 2026