Our focus is to grow and preserve our clients' wealth
J.W. Burns & Company is an independent, SEC-registered, fee-only investment counseling firm that has been serving both individual and institutional clients for over 50 years. Our over 140 years of combined experience has led our wealth management firm in Syracuse to a disciplined, consistent investing process. Our experienced Syracuse financial advisor team avoids market timing and tends to have low turnover—hence, the cost to our clients’ portfolios is low and our portfolio construction is refined and precise.
While many wealth management firms in the Syracuse area talk about long-term investing, at J.W. Burns & Company, both our performance and track record of sticking with quality stocks demonstrates that we have a time-tested investment philosophy. We work with each client on an individual basis, striving to help them achieve their long-term investment and financial goals. We strive to build our reputation upon integrity, service, and results.
Our Syracuse financial advisors offer a wide variety of wealth management services in Syracuse including Core Equity Growth, Balancing, Equity Income, and Large-Cap Tax-Exempt Value.
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We work together with our clients to achieve the appropriate asset allocation among stocks, bonds, and cash. The investment process becomes a joint effort with our clients in trying to reach their financial goals.
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J.W. Burns & Company is a leading firm for broad-based financial advice and planning in Syracuse that offers clients a more thorough understanding of their financial situations, investments, income needs, retirement projections, and other monetary goals.
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