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Form CRS Client Relationship Summary March 2021IntroductionOur firm, Finger lakes Wealth Management, Inc., is a Registered Investment Advisory Firm (RIA) registered with the Securities and Exchange

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How to fill out our firm fingerlakes wealth

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Gather all required financial documents such as bank statements, tax returns, and investment portfolios.

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Schedule a meeting with a financial advisor at Fingerlakes Wealth to discuss your financial goals and objectives.

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What is our firm fingerlakes wealth?

Our firm Fingerlakes Wealth is a company that offers financial planning and wealth management services.

Who is required to file our firm fingerlakes wealth?

Individuals or entities who have financial assets above a certain threshold are required to file with Fingerlakes Wealth.

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To fill out Fingerlakes Wealth forms, individuals need to provide detailed information about their financial assets, income, and investments.

What is the purpose of our firm fingerlakes wealth?

The purpose of Fingerlakes Wealth is to help individuals manage and grow their wealth through strategic financial planning.

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Information such as financial assets, income sources, investments, and liabilities must be reported on Fingerlakes Wealth forms.

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