Solutions We Provide

Solutions We Provide - Wealth Management

Wealth Management

Independent Financial Advice and Big Picture Thinking = Investment Plans You Can Trust

Are you looking for a trusted & independent Financial Advisor Firm near you in Syracuse, New York that provides customized financial planning and portfolio investment management services?  Do you need advice on your 401k or retirement plan?

You’ve worked hard to save – for home improvements, tuition, vacations, retirement, and more. It’s critical that your investment plan be developed – and remain – in line with your life goals. This process of building and preserving your personal wealth requires ongoing, individualized attention.

At Sirchia CPAs and Financial Advisors, you receive objective financial guidance along with the most comprehensive and cost-effective investment plan available to meet your needs and financial objectives. Your comprehensive financial plan will help you manage risk, improve performance, and support the growth and longevity of your wealth.

Our Syracuse NY financial advisors take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. Our financial advisory firm and our
trusted partner RNC Genter Capital Management who is a Registered Investment Advisor (RIA) provides clients with disciplined investment portfolio asset management to achieve optimal balances of risk and reward in all market environments.

When you work with Sirchia CPAs & Financial Advisors, you will be looked after personally by a dedicated team that remains directly accountable for your satisfaction and achieving your financial long and short term goals. 

Wealth Management Solutions to Help You Meet Your Goals

In our first meeting, we encourage you to share your goals and experiences. And, ask any questions, such as what is wealth management exactly?

Below are some of the things we will help you with:

  • Saving enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save, given your financial situation and risk tolerance.
  • Paying for your child's (or grandchild’s) college education by accurately estimating the amount of money you'll need, reviewing strategies to address shortfalls, and developing a viable savings plan to meet your goal.
  • Protecting your family in case you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverages. We also review your will and various powers of attorney that are designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.
  • Achieving your investment goals by creating a diversified portfolio that will take into consideration your timeline and cash needs, minimize your risk, and maximize your investment returns.
  • Leaving a legacy for your heirs by maximizing the value of your estate. Estate taxes, professional fees, and creditors are just some of the ways that an estate can become diluted. We help ensure the greatest value and help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.
  • Periodic reviews to help you stay on track by understanding that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.

Our team of financial advisors deploys decades of combined prudent investment experience, guiding clients through the complexities of wealth management.

A financial plan's true value becomes evident during implementation and as results are achieved. Let us help you attain financial freedom. Contact us today.