315.449.1341
5789 Widewaters Parkway
Dewitt, New York 13214
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About
About Us
Our Team
Community
Disclosures
Form CRS Relationship Summary
Approach
Investment Philosophy
Representative Holdings
Services
Separately Managed Accounts
Fee-Only Investment Management & Financial Planning
News
All News
Updates
Insights
Contact Us
3rd Quarter – 2025
October 17, 2025
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